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
NAGE (Niagen Bioscience, Inc.) NA -75.72% 26.62% -19.53% -3.83% -1.69% NA
Data as of 06/17/2026, Common starting date is 07/10/2008
More Performance Analytics Comparison
Name Start Date End Date
NAGE (Niagen Bioscience, Inc.) 07/10/2008 06/17/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -75.72 26.62 -19.53 -3.83 -1.69 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 06/17/2026, Common starting date is 07/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAGE (Niagen Bioscience, Inc.) -50.69%
Feb 2021 – Feb 2024
-30.01%
Aug 2008 – Aug 2013
-11.65%
Jan 2014 – Jan 2024
-13.90%
Aug 2008 – Aug 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAGE (Niagen Bioscience, Inc.) 105.11%
Jun 2022 – Jun 2025
45.41%
Jun 2009 – Jun 2014
22.72%
Jun 2009 – Jun 2019
13.21%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return