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
VTGN (VistaGen Therapeutics Inc) 4.55% -71.01% -29.15% -24.86% -14.96% NA NA
Data as of 06/17/2026, Common starting date is 06/21/2011
More Performance Analytics Comparison
Name Start Date End Date
VTGN (VistaGen Therapeutics Inc) 06/21/2011 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 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 27.78 -71.01 -29.15 -24.86 -14.96 NA NA 4.55 -75.25 -50.00 5,040.00 -94.87 0.52 181.16 -54.00 35.14 -70.24 -62.09 15.76 1.19 -42.47 -76.07 24.49
Sharpe Ratio NA -0.43 -0.24 -0.13 -0.10 NA NA -0.42 -0.44 -1.06 12.17 -0.43 0.01 1.60 -0.44 0.16 -0.84 -1.16 -0.01 -0.04 -0.39 -0.42 0.62
Standard Deviation(%) NA 180.35 170.33 232.99 184.30 NA NA 65.26 180.32 53.72 427.42 224.51 77.71 112.08 176.17 86.49 107.33 82.83 189.36 470.37 154.75 228.66 54.26
Draw Down(%) NA 89.59 96.09 97.39 97.96 NA NA 31.08 85.51 61.01 80.31 95.69 51.59 60.00 82.95 50.87 80.70 71.01 72.73 95.71 71.11 84.13 30.77
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 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 06/21/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTGN (VistaGen Therapeutics Inc) -58.14%
Nov 2014 – Nov 2017
-48.76%
Jun 2015 – Jun 2020
-39.25%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTGN (VistaGen Therapeutics Inc) 227.11%
Nov 2022 – Nov 2025
46.40%
Jul 2019 – Jul 2024
-3.01%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return