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
BPMUF (Basilea Pharmaceutica AG) -4.71% 4.45% 6.43% 5.54% -3.03% NA NA
Data as of 06/10/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
Name Start Date End Date
BPMUF (Basilea Pharmaceutica AG) 06/10/2015 06/10/2026
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
Annualized Return (%) -7.42 4.45 6.43 5.54 -3.03 NA NA -4.71 19.72 28.85 -21.15 26.83 -23.77 21.41 26.01 -49.18 9.03 -25.48 -29.53
Sharpe Ratio NA 1.10 0.24 0.19 -0.13 NA NA 0.17 0.60 1.31 -1.26 0.79 -1.12 0.49 0.56 -1.59 0.33 -0.62 -1.35
Standard Deviation(%) NA 31.38 24.27 25.02 31.67 NA NA 25.54 28.51 17.22 20.29 32.17 30.48 42.92 43.87 31.85 25.50 41.27 34.34
Draw Down(%) NA 12.49 22.80 25.77 60.46 NA NA 12.03 12.49 5.85 21.15 12.77 26.15 37.97 28.06 53.52 20.31 35.39 32.37
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
Data as of 06/10/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPMUF (Basilea Pharmaceutica AG) -25.53%
Dec 2015 – Dec 2018
-14.47%
Mar 2017 – Mar 2022
-5.30%
Oct 2015 – Oct 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BPMUF (Basilea Pharmaceutica AG) 18.22%
Jul 2022 – Jul 2025
7.71%
Mar 2020 – Mar 2025
0.37%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return