Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTLC (Oncotelic Therapeutics Inc) | -50.00% | -20.00% | 10.06% | -31.23% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTLC (Oncotelic Therapeutics Inc) | 10/02/2020 | 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 (%) | -20.00 | -20.00 | 10.06 | -31.23 | NA | NA | NA | … | … | -50.00 | 100.00 | 0.00 | -20.00 | -76.47 | -10.53 | 5.56 |
| Sharpe Ratio | NA | -0.14 | 0.08 | -0.18 | NA | NA | NA | … | … | -0.43 | 0.64 | -0.04 | -0.10 | -0.66 | -0.07 | 1.67 |
| Standard Deviation(%) | NA | 142.36 | 188.54 | 170.35 | NA | NA | NA | … | … | 155.69 | 155.44 | 175.42 | 238.34 | 117.54 | 127.80 | 58.36 |
| Draw Down(%) | NA | 72.73 | 72.73 | 93.27 | NA | NA | NA | … | … | 66.67 | 42.86 | 65.00 | 66.67 | 84.00 | 72.22 | 10.00 |
| 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 06/16/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTLC (Oncotelic Therapeutics Inc) |
-51.93%
Mar 2021 – Mar 2024 |
-35.56%
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 |
|---|---|---|---|---|
| OTLC (Oncotelic Therapeutics Inc) |
25.99%
Oct 2022 – Oct 2025 |
-26.52%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart