Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGIO (Agios Pharm) | 21.53% | -4.64% | 7.73% | -11.15% | -3.55% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGIO (Agios Pharm) | 07/25/2013 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.54 | -4.64 | 7.73 | -11.15 | -3.55 | NA | NA | … | … | 21.53 | -14.73 | 49.98 | -20.69 | -14.57 | -24.14 | -9.26 | 5.14 | -19.35 | 37.00 | -35.72 | -42.06 | 367.81 | -13.79 |
| Sharpe Ratio | NA | -0.19 | 0.01 | -0.24 | -0.12 | NA | NA | … | … | 0.28 | -0.21 | 0.72 | -0.68 | -0.23 | -0.59 | -0.15 | 0.08 | -0.38 | 0.81 | -0.43 | -0.59 | 4.25 | -0.36 |
| Standard Deviation(%) | NA | 90.24 | 66.74 | 62.65 | 58.85 | NA | NA | … | … | 59.45 | 86.99 | 60.55 | 36.97 | 69.29 | 40.77 | 63.43 | 48.04 | 54.60 | 45.29 | 82.60 | 70.89 | 86.46 | 79.53 |
| Draw Down(%) | NA | 50.89 | 63.76 | 72.16 | 82.86 | NA | NA | … | … | 30.60 | 50.89 | 45.81 | 35.43 | 50.99 | 51.72 | 41.42 | 55.83 | 57.08 | 27.94 | 45.00 | 63.98 | 38.02 | 51.60 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 07/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIO (Agios Pharm) |
-26.76%
Apr 2019 – Apr 2022 |
-23.02%
May 2018 – May 2023 |
-12.50%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGIO (Agios Pharm) |
49.13%
Nov 2013 – Nov 2016 |
30.25%
Nov 2013 – Nov 2018 |
2.39%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart