Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WXIBF (WuXi Biologics) | 4.27% | 37.50% | -6.83% | -22.91% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WXIBF (WuXi Biologics) | 01/31/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.26 | 37.50 | -6.83 | -22.91 | NA | NA | NA | … | … | 4.27 | 94.47 | -41.51 | -48.11 | -41.10 | -3.42 | 193.46 | 100.51 | -8.19 |
| Sharpe Ratio | NA | 0.56 | -0.16 | -0.33 | NA | NA | NA | … | … | -0.10 | 1.33 | -0.53 | -0.82 | -0.53 | -0.04 | 1.23 | 2.55 | -0.16 |
| Standard Deviation(%) | NA | 50.20 | 75.41 | 75.48 | NA | NA | NA | … | … | 50.04 | 70.66 | 91.28 | 64.44 | 80.77 | 81.20 | 156.29 | 38.93 | 62.35 |
| Draw Down(%) | NA | 30.48 | 80.30 | 93.22 | NA | NA | NA | … | … | 22.86 | 38.92 | 66.15 | 63.37 | 61.53 | 48.59 | 69.93 | 16.32 | 46.60 |
| 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 |
Data as of 06/04/2026, Common starting date is 01/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WXIBF (WuXi Biologics) |
-57.79%
Jun 2021 – Jun 2024 |
-33.86%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WXIBF (WuXi Biologics) |
24.40%
Feb 2018 – Feb 2021 |
-0.43%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart