Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLNSF (Velan Inc) | 56.68% | 159.44% | 23.67% | 22.35% | -1.36% | NA | NA | 1.31% |
Data as of 07/25/2025, AR inception is 06/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLNSF (Velan Inc) | 06/05/2013 | 07/25/2025 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 159.44 | 23.67 | 22.35 | -1.36 | NA | NA | 1.31 | 56.68 | 74.08 | -30.65 | -9.36 | 38.27 | -9.53 | -14.71 | -53.03 | -2.04 | 2.87 | 20.90 | 2.99 | 8.48 |
| Sharpe Ratio | NA | 2.45 | 0.14 | 0.36 | -0.07 | NA | NA | 0.00 | 1.78 | 1.70 | -0.39 | -0.37 | 0.87 | -0.19 | -0.60 | -1.13 | -0.34 | 1.89 | 0.75 | 2.02 | 1.83 |
| Standard Deviation(%) | NA | 60.14 | 64.82 | 54.43 | 45.21 | NA | NA | 41.87 | 65.73 | 41.48 | 88.62 | 29.32 | 43.72 | 51.98 | 26.99 | 48.20 | 8.05 | 1.41 | 27.84 | 1.47 | 8.31 |
| Draw Down(%) | NA | 25.90 | 60.94 | 60.94 | 76.05 | NA | NA | 77.62 | 25.90 | 17.21 | 60.74 | 24.58 | 30.01 | 51.06 | 26.25 | 53.78 | 8.54 | 0.00 | 10.42 | 0.00 | 1.35 |
| Yield(%) | 0.00 | 1.19 | 0.42 | 0.47 | 0.96 | 1.27 | 0.95 | 1.58 | 0.69 | 0.00 | 0.38 | 0.35 | 0.00 | 0.42 | 1.45 | 1.25 | 2.82 | 2.82 | 3.30 | 2.93 | 2.03 |
Data as of 07/25/2025, AR inception is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLNSF (Velan Inc) |
-35.97%
Mar 2017 - Mar 2020 |
-20.88%
Mar 2015 - Mar 2020 |
-9.53%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLNSF (Velan Inc) |
40.68%
Mar 2020 - Mar 2023 |
28.18%
Mar 2020 - Mar 2025 |
0.93%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart