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
CSPHF (CStone Pharmaceuticals) -33.71% 13.46% 7.87% -21.66% NA NA NA
Data as of 06/17/2026, Common starting date is 09/15/2020
More Performance Analytics Comparison
Name Start Date End Date
CSPHF (CStone Pharmaceuticals) 09/15/2020 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
Annualized Return (%) -14.49 13.46 7.87 -21.66 NA NA NA -33.71 286.96 -28.12 -45.76 -52.42 9.73 2.73
Sharpe Ratio NA 0.14 0.05 -0.23 NA NA NA -0.72 3.46 -0.35 -0.71 -0.66 0.04 0.00
Standard Deviation(%) NA 78.78 90.04 95.75 NA NA NA 86.64 84.57 101.10 70.96 81.63 234.43 2,357.48
Draw Down(%) NA 41.58 76.60 94.88 NA NA NA 41.58 12.37 65.63 60.61 73.42 60.00 100.00
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 06/17/2026, Common starting date is 09/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSPHF (CStone Pharmaceuticals) -63.66%
Mar 2021 – Mar 2024
-16.58%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSPHF (CStone Pharmaceuticals) 29.04%
Apr 2023 – Apr 2026
34.51%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return