Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDGR (Schrödinger, Inc.) | -19.57% | -39.68% | -27.76% | -28.07% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDGR (Schrödinger, Inc.) | 02/06/2020 | 06/05/2026 |
| 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 (%) | -5.39 | -39.68 | -27.76 | -28.07 | NA | NA | NA | … | … | -19.57 | -5.08 | -44.78 | 91.55 | -46.34 | -56.01 | 176.47 |
| Sharpe Ratio | NA | -0.60 | -0.46 | -0.46 | NA | NA | NA | … | … | -0.66 | -0.13 | -0.87 | 1.25 | -0.70 | -0.86 | 2.21 |
| Standard Deviation(%) | NA | 52.82 | 61.87 | 62.77 | NA | NA | NA | … | … | 53.36 | 61.74 | 59.58 | 70.78 | 68.57 | 65.09 | 93.90 |
| Draw Down(%) | NA | 58.52 | 80.01 | 85.95 | NA | NA | NA | … | … | 41.09 | 38.82 | 52.57 | 60.95 | 55.04 | 70.48 | 49.85 |
| 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 06/05/2026, Common starting date is 02/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDGR (Schrödinger, Inc.) |
-37.14%
Feb 2021 – Feb 2024 |
-34.82%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDGR (Schrödinger, Inc.) |
1.21%
Apr 2022 – Apr 2025 |
-11.19%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart