Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RNA (Avidity Biosciences, Inc.) -82.95% -64.06% 2.99% -11.25% NA NA NA
Data as of 06/04/2026, Common starting date is 06/15/2020
More Performance Analytics Comparison
Name Start Date End Date
RNA (Avidity Biosciences, Inc.) 06/15/2020 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -7.93 -64.06 2.99 -11.25 NA NA NA -82.95 148.04 232.71 -59.22 -6.65 -6.86 -11.70
Sharpe Ratio NA -0.36 0.02 -0.13 NA NA NA -0.40 2.04 3.12 -0.89 -0.09 -0.09 -0.32
Standard Deviation(%) NA 171.74 114.77 103.39 NA NA NA 253.88 72.96 73.46 71.55 89.50 74.82 64.17
Draw Down(%) NA 83.11 83.11 83.36 NA NA NA 83.11 31.42 42.65 81.01 57.70 37.94 31.19
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RNA (Avidity Biosciences, Inc.) -40.73%
Oct 2020 – Oct 2023
-11.44%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RNA (Avidity Biosciences, Inc.) 83.31%
Nov 2022 – Nov 2025
25.97%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return