Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STXS (Stereotaxis, Inc.) | -22.61% | -20.54% | -5.81% | -26.03% | 4.20% | -17.50% | -18.19% | … | … |
Data as of 06/05/2026, Common starting date is 08/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STXS (Stereotaxis, Inc.) | 08/12/2004 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.10 | -20.54 | -5.81 | -26.03 | 4.20 | -17.50 | -18.19 | … | … | -22.61 | 7.89 | 30.86 | -15.46 | -66.61 | 21.81 | -3.78 | 389.81 | 35.00 | 23.08 | -12.16 | -50.00 | -59.12 | 55.59 | -68.90 | -78.59 | -2.54 | -10.68 | -63.99 | 18.41 | 20.00 | -12.51 | 25.70 |
| Sharpe Ratio | NA | -0.16 | -0.11 | -0.41 | 0.05 | NA | NA | … | … | -0.69 | 0.08 | 0.39 | -0.30 | -0.89 | 0.31 | -0.04 | 4.52 | 0.20 | 0.06 | -0.45 | -0.59 | -1.18 | 0.21 | -0.77 | -0.89 | -0.35 | -0.41 | -0.80 | -0.08 | -0.04 | -0.64 | 0.91 |
| Standard Deviation(%) | NA | 56.64 | 61.36 | 66.08 | 74.08 | NA | NA | … | … | 48.30 | 62.96 | 63.61 | 66.35 | 76.75 | 69.63 | 89.86 | 81.10 | 67.57 | 69.82 | 102.78 | 116.68 | 65.51 | 177.75 | 114.16 | 109.56 | 60.16 | 71.21 | 103.84 | 43.12 | 53.79 | 52.21 | 59.39 |
| Draw Down(%) | NA | 51.54 | 51.54 | 86.04 | 86.04 | NA | NA | … | … | 37.99 | 40.62 | 45.94 | 47.60 | 76.62 | 49.46 | 67.22 | 36.11 | 33.33 | 31.43 | 71.02 | 74.73 | 78.37 | 69.20 | 87.29 | 80.66 | 46.10 | 45.92 | 81.59 | 24.10 | 44.31 | 44.10 | 32.23 |
| 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 | 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 08/12/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STXS (Stereotaxis, Inc.) |
-68.23%
Sep 2009 – Sep 2012 |
-59.95%
Nov 2007 – Nov 2012 |
-41.87%
May 2007 – May 2017 |
-25.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STXS (Stereotaxis, Inc.) |
132.20%
Jun 2018 – Jun 2021 |
59.99%
Nov 2016 – Nov 2021 |
12.83%
Sep 2015 – Sep 2025 |
-13.87%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart