Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOLT (Bolt Biotherapeutics, Inc.) | NA | 14.41% | 28.39% | 15.98% | 20.72% | 14.30% | NA | … | … |
Data as of 11/18/2014, Common starting date is 09/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOLT (Bolt Biotherapeutics, Inc.) | 09/11/1996 | 11/18/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 14.41 | 28.39 | 15.98 | 20.72 | 14.30 | NA | … | … | -0.09 | 54.24 | 24.74 | -13.14 | 19.51 | 58.33 | -72.51 | 70.31 | 59.06 | 180.40 | 34.77 | 21.64 | -33.70 | 26.72 | -6.44 | -41.39 | -1.93 | 54.46 | 58.91 |
| Sharpe Ratio | NA | 0.38 | 0.88 | 0.45 | 0.33 | NA | NA | … | … | 0.00 | 1.94 | 0.81 | -0.34 | 0.48 | 0.90 | -0.78 | 0.97 | 0.75 | 3.18 | 1.02 | 0.62 | -0.97 | 0.53 | -0.18 | -0.97 | -0.10 | -0.01 | 3.74 |
| Standard Deviation(%) | NA | 37.61 | 32.27 | 35.16 | 59.04 | NA | NA | … | … | 43.77 | 27.88 | 30.60 | 39.15 | 40.66 | 64.52 | 93.89 | 69.97 | 74.51 | 56.06 | 33.02 | 33.58 | 35.74 | 47.18 | 58.47 | 45.76 | 54.75 | 65.56 | 94.06 |
| Draw Down(%) | NA | 28.88 | 28.88 | 38.27 | 85.83 | NA | NA | … | … | 28.18 | 14.89 | 23.84 | 35.60 | 38.27 | 35.25 | 81.45 | 44.57 | 45.51 | 30.32 | 21.28 | 22.35 | 46.04 | 28.34 | 43.27 | 61.37 | 45.81 | 37.84 | 35.33 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/18/2014, Common starting date is 09/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOLT (Bolt Biotherapeutics, Inc.) |
-33.35%
May 2007 – May 2010 |
-19.55%
May 1998 – May 2003 |
2.22%
Mar 1999 – Mar 2009 |
6.06%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOLT (Bolt Biotherapeutics, Inc.) |
127.58%
Jul 2004 – Jul 2007 |
65.60%
Dec 2002 – Dec 2007 |
26.02%
May 1997 – May 2007 |
13.77%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart