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
STIM (Neuronetics, Inc.) 5.80% -62.37% -17.18% -36.65% NA NA NA
Data as of 06/04/2026, Common starting date is 06/28/2018
More Performance Analytics Comparison
Name Start Date End Date
STIM (Neuronetics, Inc.) 06/28/2018 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 2019 2018
Annualized Return (%) -5.19 -62.37 -17.18 -36.65 NA NA NA 5.80 -11.80 -44.48 -57.79 54.04 -59.86 147.44 -76.80 -30.35
Sharpe Ratio NA -0.65 -0.20 -0.37 NA NA NA 0.23 -0.15 -0.40 -0.84 0.71 -0.59 1.33 -1.24 -1.15
Standard Deviation(%) NA 98.09 111.60 101.53 NA NA NA 122.21 98.05 138.19 74.63 75.04 101.52 110.38 80.38 64.43
Draw Down(%) NA 74.68 87.32 96.46 NA NA NA 47.32 76.57 87.32 84.72 53.76 81.81 71.56 79.42 57.38
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
Data as of 06/04/2026, Common starting date is 06/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STIM (Neuronetics, Inc.) -51.75%
Jun 2021 – Jun 2024
-46.93%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STIM (Neuronetics, Inc.) 25.26%
Feb 2020 – Feb 2023
16.40%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return