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
TARA (Protara Therapeutics, Inc.) -17.26% 36.96% 14.34% -15.42% -32.55% NA NA
Data as of 06/04/2026, Common starting date is 10/22/2014
More Performance Analytics Comparison
Name Start Date End Date
TARA (Protara Therapeutics, Inc.) 10/22/2014 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 2017 2016 2015 2014
Annualized Return (%) -7.16 36.96 14.34 -15.42 -32.55 NA NA -17.26 5.11 193.09 -29.85 -60.30 -72.12 47.62 -81.94 19.47 0.00 -87.75 49.13 3.69
Sharpe Ratio NA 0.57 0.15 -0.20 -0.31 NA NA -0.38 0.03 1.89 -0.47 -0.94 -1.11 0.47 -0.48 -0.03 -0.27 -0.79 0.47 -0.08
Standard Deviation(%) NA 80.43 85.26 78.04 111.01 NA NA 81.37 79.62 99.81 73.10 65.55 64.91 100.64 217.37 81.26 70.31 153.23 65.04 49.40
Draw Down(%) NA 42.59 66.46 89.58 99.75 NA NA 41.59 54.72 66.46 71.36 64.78 74.60 72.39 93.36 46.32 45.24 88.07 37.05 17.58
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
Data as of 06/04/2026, Common starting date is 10/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TARA (Protara Therapeutics, Inc.) -70.66%
Oct 2016 – Oct 2019
-55.79%
Nov 2016 – Nov 2021
-42.09%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TARA (Protara Therapeutics, Inc.) 29.37%
Jan 2023 – Jan 2026
-13.28%
May 2021 – May 2026
-29.68%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return