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
STOK (Stoke Therapeutics, Inc.) -5.10% 175.32% 34.06% -4.19% NA NA NA
Data as of 06/04/2026, Common starting date is 06/19/2019
More Performance Analytics Comparison
Name Start Date End Date
STOK (Stoke Therapeutics, Inc.) 06/19/2019 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 (%) -4.71 175.32 34.06 -4.19 NA NA NA -5.10 189.39 110.27 -43.01 -61.53 -61.26 118.68 10.75 0.00
Sharpe Ratio NA 3.39 0.46 -0.09 NA NA NA -0.15 2.65 1.09 -0.58 -0.77 -0.98 1.36 -0.01 0.00
Standard Deviation(%) NA 63.49 82.17 79.16 NA NA NA 57.36 72.39 95.81 81.60 81.39 62.43 86.61 77.02 NA
Draw Down(%) NA 37.16 75.62 91.80 NA NA NA 24.30 53.69 36.87 75.62 72.91 74.06 50.81 46.95 0.00
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 06/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STOK (Stoke Therapeutics, Inc.) -58.25%
Nov 2020 – Nov 2023
-21.91%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STOK (Stoke Therapeutics, Inc.) 60.05%
Nov 2022 – Nov 2025
0.26%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return