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
XFOR (X4 Pharmaceuticals, Inc.) -0.75% 0.25% -60.76% -57.23% NA NA NA
Data as of 06/03/2026, Common starting date is 11/16/2017
More Performance Analytics Comparison
Name Start Date End Date
XFOR (X4 Pharmaceuticals, Inc.) 11/16/2017 06/03/2026
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
Annualized Return (%) -1.49 0.25 -60.76 -57.23 NA NA NA -0.75 -81.74 -13.10 -15.15 -56.77 -64.39 -39.91 -23.13 -81.82 -9.05
Sharpe Ratio NA 0.17 -0.50 -0.52 NA NA NA 0.24 -0.63 -0.12 -0.18 -0.55 -0.74 -0.48 -0.29 -0.38 -0.60
Standard Deviation(%) NA 113.43 122.70 114.94 NA NA NA 72.15 131.75 137.25 104.97 105.84 87.47 83.15 84.25 222.16 95.24
Draw Down(%) NA 66.98 98.10 99.50 NA NA NA 25.99 93.69 80.95 75.50 73.26 81.52 50.86 56.79 95.54 41.18
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
Data as of 06/03/2026, Common starting date is 11/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XFOR (X4 Pharmaceuticals, Inc.) -64.76%
Jul 2022 – Jul 2025
-63.66%
Mar 2018 – Mar 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XFOR (X4 Pharmaceuticals, Inc.) -15.56%
Oct 2018 – Oct 2021
-34.74%
Jul 2018 – Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return