Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIOAFX | NA | 12.79% | 3.36% | 1.71% | NA | NA | NA | … | … |
Data as of 10/07/2024, Common starting date is 03/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIOAFX | 03/08/2019 | 10/07/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.79 | 3.36 | 1.71 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 5.53 | 3.98 | 2.36 | 1.21 | 0.81 | 0.61 | … | … |
Data as of 10/07/2024, Common starting date is 03/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOAFX (BIOAFX) |
-8.30%
May 2021 – May 2024 |
1.36%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOAFX (BIOAFX) |
7.78%
May 2020 – May 2023 |
3.67%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart