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
AADI (Aadi Bioscience Inc) NA -5.16% -51.70% -21.44% NA NA NA
Data as of 03/19/2025, Common starting date is 08/08/2017
More Performance Analytics Comparison
Name Start Date End Date
AADI (Aadi Bioscience Inc) 08/08/2017 03/19/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 2.02 -5.16 -51.70 -21.44 NA NA NA -35.87 46.53 -84.26 -46.87 64.29 57.18 -63.32 -64.21 -20.83
Sharpe Ratio NA -0.16 -0.69 -0.26 NA NA NA -1.24 0.69 -0.86 -0.78 0.66 0.52 -0.45 -0.98 -0.56
Standard Deviation(%) NA 73.69 82.59 92.01 NA NA NA 73.17 76.33 103.17 62.40 98.06 108.71 142.71 66.67 81.42
Draw Down(%) NA 48.26 93.03 96.85 NA NA NA 48.26 45.90 84.85 53.66 53.84 57.33 89.13 68.00 39.39
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
Data as of 03/19/2025, Common starting date is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AADI (Aadi Bioscience Inc) -62.88%
Jul 2021 – Jul 2024
-48.78%
Jan 2019 – Jan 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AADI (Aadi Bioscience Inc) 17.56%
Oct 2019 – Oct 2022
-19.56%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return