Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBPH (Theravance Biopharma, Inc.) | 22.42% | 50.00% | 8.90% | -8.07% | -0.69% | NA | NA | -5.70% |
Data as of 08/08/2025, AR inception is 05/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBPH (Theravance Biopharma, Inc.) | 05/19/2014 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.69 | 50.00 | 8.90 | -8.07 | -0.69 | NA | NA | -5.70 | 22.42 | -14.68 | 0.18 | 1.54 | -37.82 | -31.36 | 0.74 | -8.25 | -12.52 | 94.51 | 9.85 | -32.09 |
| Sharpe Ratio | NA | 1.12 | 0.14 | -0.21 | -0.03 | NA | NA | -0.13 | 0.79 | -0.50 | -0.13 | 0.00 | -0.59 | -0.47 | -0.02 | -0.20 | -0.27 | 1.55 | 0.18 | -0.88 |
| Standard Deviation(%) | NA | 41.81 | 39.02 | 49.61 | 52.14 | NA | NA | 51.83 | 46.98 | 42.66 | 31.80 | 52.72 | 64.66 | 67.10 | 41.49 | 47.97 | 48.38 | 60.59 | 53.42 | 52.45 |
| Draw Down(%) | NA | 20.53 | 35.74 | 69.86 | 84.09 | NA | NA | 84.09 | 20.53 | 33.91 | 29.70 | 35.73 | 69.86 | 52.61 | 44.58 | 35.79 | 43.89 | 36.31 | 49.93 | 61.77 |
| 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 08/08/2025, AR inception is 05/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBPH (Theravance Biopharma, Inc.) |
-39.04%
Sep 2018 - Sep 2021 |
-27.22%
Sep 2016 - Sep 2021 |
-12.40%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBPH (Theravance Biopharma, Inc.) |
43.79%
Sep 2015 - Sep 2018 |
12.75%
Apr 2015 - Apr 2020 |
-1.16%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart