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
VTGN (Vistagen Therapeutics, Inc.) -12.12% -75.73% -47.02% -24.79% -17.24% NA NA
Data as of 06/04/2026, Common starting date is 06/21/2011
More Performance Analytics Comparison
Name Start Date End Date
VTGN (Vistagen Therapeutics, Inc.) 06/21/2011 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 2013 2012 2011
Annualized Return (%) -7.94 -75.73 -47.02 -24.79 -17.24 NA NA -12.12 -75.25 -50.00 5,040.00 -94.87 0.52 181.16 -54.00 35.14 -70.24 -62.09 15.76 1.19 -42.47 -76.07 24.49
Sharpe Ratio NA -0.43 0.25 -0.12 -0.10 NA NA -0.21 -0.44 -1.06 12.17 -0.43 0.01 1.60 -0.44 0.16 -0.84 -1.16 -0.01 -0.04 -0.39 -0.42 0.62
Standard Deviation(%) NA 179.80 264.94 233.04 184.32 NA NA 63.77 180.32 53.72 427.42 224.51 77.71 112.08 176.17 86.49 107.33 82.83 189.36 470.37 154.75 228.66 54.26
Draw Down(%) NA 89.59 96.09 97.39 97.96 NA NA 31.08 85.51 61.01 80.31 95.69 51.59 60.00 82.95 50.87 80.70 71.01 72.73 95.71 71.11 84.13 30.77
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 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTGN (Vistagen Therapeutics, Inc.) -58.14%
Nov 2014 – Nov 2017
-48.76%
Jun 2015 – Jun 2020
-39.25%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTGN (Vistagen Therapeutics, Inc.) 227.11%
Nov 2022 – Nov 2025
46.40%
Jul 2019 – Jul 2024
-3.01%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return