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
BIOQ (Bioqual Inc) -15.61% -26.55% -24.26% -16.12% 4.08% 11.61% 7.36%
Data as of 06/08/2026, Common starting date is 06/28/2002
More Performance Analytics Comparison
Name Start Date End Date
BIOQ (Bioqual Inc) 06/28/2002 06/08/2026
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 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) 0.00 -26.55 -24.26 -16.12 4.08 11.61 7.36 -15.61 -41.74 4.05 -21.10 -20.32 31.95 74.87 29.17 -4.08 27.63 85.13 28.47 129.27 -28.99 -2.99 10.63 -28.61 1.35 -20.03 45.80 -2.69 0.47 80.61 100.00 42.86
Sharpe Ratio NA -1.73 -1.31 -0.58 0.07 NA NA -2.31 -2.34 -0.10 -0.68 -0.48 1.01 1.43 0.56 -0.20 0.82 2.22 0.70 2.10 -1.27 -0.09 0.26 -0.51 0.04 -0.51 0.71 -0.21 -0.05 1.23 0.47 0.49
Standard Deviation(%) NA 16.87 20.94 32.33 36.21 NA NA 15.23 19.27 25.28 37.69 45.50 31.77 51.82 49.62 27.63 33.18 38.23 40.84 61.44 22.77 32.77 40.37 55.94 31.83 40.71 60.43 28.36 32.01 64.83 203.39 220.58
Draw Down(%) NA 26.55 59.07 69.17 69.17 NA NA 15.61 44.02 16.76 42.79 47.47 23.91 23.08 28.75 23.08 11.72 11.11 18.84 21.62 33.49 38.10 31.63 36.67 20.77 25.40 22.10 12.77 23.40 26.97 36.51 25.64
Yield(%) 0.00 0.00 0.44 0.80 2.71 6.51 4.00 0.00 0.00 0.78 0.61 0.93 1.56 2.37 1.90 1.54 1.94 2.73 2.59 3.08 0.00 1.80 1.94 1.36 1.39 1.08 1.26 1.00 0.93 1.27 0.00 0.00
Data as of 06/08/2026, Common starting date is 06/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIOQ (Bioqual Inc) -28.44%
Feb 2023 – Feb 2026
-15.98%
May 2021 – May 2026
0.20%
Apr 2004 – Apr 2014
10.57%
Aug 2004 – Aug 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIOQ (Bioqual Inc) 83.24%
Jan 2014 – Jan 2017
48.31%
Nov 2013 – Nov 2018
32.66%
Nov 2011 – Nov 2021
22.08%
Sep 2002 – Sep 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return