Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVIR (Atea Pharmaceuticals Inc) | 19.33% | 33.54% | 1.12% | -28.92% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVIR (Atea Pharmaceuticals Inc) | 11/02/2020 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.29 | 33.54 | 1.12 | -28.92 | NA | NA | NA | … | … | 19.33 | 8.96 | 9.18 | -36.59 | -46.20 | -78.60 | 40.48 |
| Sharpe Ratio | NA | 0.75 | -0.01 | -0.42 | NA | NA | NA | … | … | 1.10 | 0.14 | 0.05 | -0.73 | -0.81 | -0.57 | 7.22 |
| Standard Deviation(%) | NA | 49.59 | 46.95 | 74.36 | NA | NA | NA | … | … | 58.61 | 43.90 | 49.06 | 56.33 | 59.11 | 138.94 | 98.03 |
| Draw Down(%) | NA | 33.33 | 44.08 | 94.28 | NA | NA | NA | … | … | 33.33 | 27.69 | 35.75 | 44.66 | 52.67 | 91.33 | 22.86 |
| 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 |
Data as of 06/16/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIR (Atea Pharmaceuticals Inc) |
-61.52%
Jan 2021 – Jan 2024 |
-43.40%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVIR (Atea Pharmaceuticals Inc) |
19.00%
Apr 2023 – Apr 2026 |
-25.55%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart