Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALPMY (Astellas Pharma Inc) | -0.45% | 39.88% | -3.81% | -2.82% | 2.45% | 22.83% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALPMY (Astellas Pharma Inc) | 12/30/2009 | 06/05/2026 |
| 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.70 | 39.88 | -3.81 | -2.82 | 2.45 | 22.83 | NA | … | … | -0.45 | 44.25 | -15.95 | -19.72 | -4.87 | 9.34 | -6.95 | 39.16 | 1.75 | -4.68 | -1.13 | 3.52 | -4.50 | 43.37 | 410.10 | 603.08 | 177.01 | -0.67 |
| Sharpe Ratio | NA | 1.28 | -0.27 | -0.19 | 0.03 | NA | NA | … | … | -0.10 | 1.75 | -0.79 | -0.98 | -0.25 | 0.39 | -0.21 | 1.55 | 0.02 | -0.32 | -0.05 | 0.14 | -0.14 | 1.57 | 4.20 | 5.12 | 2.14 | NA |
| Standard Deviation(%) | NA | 29.11 | 26.38 | 25.55 | 25.67 | NA | NA | … | … | 34.54 | 23.76 | 24.90 | 23.92 | 25.34 | 24.20 | 33.87 | 24.37 | 23.12 | 16.51 | 28.48 | 24.32 | 31.69 | 27.54 | 99.25 | 117.71 | 82.68 | 0.00 |
| Draw Down(%) | NA | 21.16 | 42.36 | 45.33 | 45.33 | NA | NA | … | … | 21.16 | 10.34 | 23.46 | 31.54 | 26.44 | 14.41 | 28.21 | 17.41 | 29.46 | 15.64 | 24.27 | 24.18 | 33.40 | 15.51 | 14.16 | 13.66 | 14.49 | 0.67 |
| Yield(%) | 0.00 | 2.34 | 2.14 | 2.15 | 2.86 | 17.97 | 20.92 | … | … | 0.00 | 5.02 | 3.37 | 2.11 | 1.80 | 3.92 | 2.25 | 2.84 | 3.49 | 3.87 | 2.17 | 0.93 | 1.46 | 9.11 | 129.22 | 132.05 | 73.18 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPMY (Astellas Pharma Inc) |
-14.93%
Jun 2021 – Jun 2024 |
-8.75%
Jan 2020 – Jan 2025 |
-2.34%
Mar 2015 – Mar 2025 |
23.43%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPMY (Astellas Pharma Inc) |
410.22%
Apr 2010 – Apr 2013 |
173.05%
Jan 2010 – Jan 2015 |
70.57%
May 2010 – May 2020 |
38.98%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart