Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLDI (Calidi Biotherapeutics, Inc.) | -85.47% | -96.06% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/11/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDI (Calidi Biotherapeutics, Inc.) | 09/11/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.56 | -96.06 | NA | NA | NA | NA | NA | … | … | -85.47 | -91.52 | -92.38 | -82.19 |
| Sharpe Ratio | NA | -0.61 | NA | NA | NA | NA | NA | … | … | -0.74 | -0.58 | -0.48 | -0.57 |
| Standard Deviation(%) | NA | 162.74 | NA | NA | NA | NA | NA | … | … | 136.93 | 162.64 | 198.23 | 180.59 |
| Draw Down(%) | NA | 98.58 | NA | NA | NA | NA | NA | … | … | 85.59 | 93.61 | 94.68 | 83.37 |
| Yield(%) | 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 06/05/2026, Common starting date is 09/11/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDI (Calidi Biotherapeutics, Inc.) |
0.00%
NA |
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 |
|---|---|---|---|---|
| CLDI (Calidi Biotherapeutics, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart