Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAGE (Sage Therapeutics Inc) | NA | -20.73% | -36.84% | -28.23% | -18.65% | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 07/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAGE (Sage Therapeutics Inc) | 07/18/2014 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | -20.73 | -36.84 | -28.23 | -18.65 | NA | NA | … | … | 59.85 | -74.43 | -43.18 | -10.34 | -50.83 | 19.84 | -24.64 | -41.84 | 222.58 | -12.42 | 59.29 | 21.59 |
| Sharpe Ratio | NA | -0.34 | -0.53 | -0.44 | -0.27 | NA | NA | … | … | 1.81 | -1.13 | -0.51 | -0.20 | -0.98 | 0.29 | -0.45 | -1.14 | 2.40 | -0.66 | 0.63 | 0.46 |
| Standard Deviation(%) | NA | 70.89 | 76.39 | 68.85 | 74.63 | NA | NA | … | … | 67.74 | 72.06 | 93.48 | 57.67 | 52.02 | 68.18 | 106.16 | 55.75 | 85.26 | 70.08 | 65.00 | 71.26 |
| Draw Down(%) | NA | 56.35 | 91.97 | 95.06 | 97.51 | NA | NA | … | … | 26.33 | 82.26 | 71.87 | 39.79 | 61.70 | 66.40 | 68.32 | 57.40 | 31.41 | 53.76 | 53.00 | 21.44 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, Common starting date is 07/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGE (Sage Therapeutics Inc) |
-49.65%
Dec 2021 – Dec 2024 |
-48.75%
Nov 2019 – Nov 2024 |
-21.73%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAGE (Sage Therapeutics Inc) |
82.48%
Jun 2016 – Jun 2019 |
42.79%
Aug 2014 – Aug 2019 |
-11.60%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart