Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWTX (SpringWorks Therapeutics Inc) | NA | 21.96% | 24.04% | 2.27% | NA | NA | NA | … | … |
Data as of 06/30/2025, Common starting date is 09/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWTX (SpringWorks Therapeutics Inc) | 09/16/2019 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 21.96 | 24.04 | 2.27 | NA | NA | NA | … | … | 30.06 | -0.41 | 40.33 | -58.03 | -14.53 | 88.41 | 62.20 |
| Sharpe Ratio | NA | 0.35 | 0.33 | 0.00 | NA | NA | NA | … | … | 0.91 | -0.14 | 0.58 | -0.62 | -0.25 | 1.03 | 4.54 |
| Standard Deviation(%) | NA | 61.48 | 62.84 | 68.65 | NA | NA | NA | … | … | 74.72 | 48.82 | 62.89 | 96.17 | 58.19 | 85.44 | 92.06 |
| Draw Down(%) | NA | 42.55 | 52.24 | 80.38 | NA | NA | NA | … | … | 42.55 | 45.50 | 44.38 | 71.95 | 43.05 | 50.40 | 36.23 |
| 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 |
Data as of 06/30/2025, Common starting date is 09/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWTX (SpringWorks Therapeutics Inc) |
-26.63%
Oct 2020 – Oct 2023 |
-1.26%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWTX (SpringWorks Therapeutics Inc) |
35.11%
May 2022 – May 2025 |
12.70%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart