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
LONA (LeonaBio, Inc.) NA 163.87% -34.04% -40.69% NA NA NA
Data as of 06/18/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
Name Start Date End Date
LONA (LeonaBio, Inc.) 09/18/2020 06/18/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 163.87 -34.04 -40.69 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/18/2026, Common starting date is 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LONA (LeonaBio, Inc.) -72.36%
Mar 2022 – Mar 2025
-55.49%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LONA (LeonaBio, Inc.) -25.64%
Mar 2023 – Mar 2026
-43.84%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return