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
APLM (Apollomics, Inc.) -23.53% 115.04% -69.44% NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/26/2021
More Performance Analytics Comparison
Name Start Date End Date
APLM (Apollomics, Inc.) 11/26/2021 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 0.70 115.04 -69.44 NA NA NA NA -23.53 105.13 -89.84 -90.73 4.33 0.30
Sharpe Ratio NA 0.80 -0.55 NA NA NA NA -0.69 0.69 -0.74 -0.53 1.15 1.63
Standard Deviation(%) NA 140.44 132.03 NA NA NA NA 74.80 151.39 130.13 178.40 2.58 1.97
Draw Down(%) NA 68.32 99.33 NA NA NA NA 42.94 68.32 92.84 98.07 0.88 0.40
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
Data as of 06/09/2026, Common starting date is 11/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APLM (Apollomics, Inc.) -84.26%
Aug 2022 – Aug 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APLM (Apollomics, Inc.) -67.31%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return