Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVTX (Travere Therapeutics, Inc.) | -5.97% | 66.97% | -12.57% | -4.79% | NA | NA | NA | -0.34% |
Data as of 07/15/2025, AR inception is 05/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVTX (Travere Therapeutics, Inc.) | 05/22/2020 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.06 | 66.97 | -12.57 | -4.79 | NA | NA | NA | -0.34 | -5.97 | 92.21 | -57.25 | -32.25 | 13.89 | 63.60 |
| Sharpe Ratio | NA | 1.01 | -0.21 | -0.09 | NA | NA | NA | -0.03 | -0.19 | 1.37 | -0.70 | -0.62 | 0.26 | 2.30 |
| Standard Deviation(%) | NA | 64.56 | 71.70 | 65.05 | NA | NA | NA | 65.07 | 69.35 | 63.17 | 87.84 | 54.01 | 53.19 | 53.84 |
| Draw Down(%) | NA | 43.20 | 81.63 | 83.44 | NA | NA | NA | 83.44 | 43.20 | 46.44 | 76.23 | 40.50 | 59.14 | 18.45 |
| 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 07/15/2025, AR inception is 05/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVTX (Travere Therapeutics, Inc.) |
-39.29%
Apr 2021 - Apr 2024 |
-6.23%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVTX (Travere Therapeutics, Inc.) |
-4.73%
Jul 2020 - Jul 2023 |
-6.23%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart