Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRGX (CARGO Therapeutics, Inc. Common Stock) | NA | -73.94% | NA | NA | NA | NA | NA | … | … |
Data as of 08/20/2025, Common starting date is 11/09/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRGX (CARGO Therapeutics, Inc. Common Stock) | 11/09/2023 | 08/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | -73.94 | NA | NA | NA | NA | NA | … | … | -69.00 | -38.92 | 54.33 |
| Sharpe Ratio | NA | -0.51 | NA | NA | NA | NA | NA | … | … | -0.49 | -0.60 | 25.63 |
| Standard Deviation(%) | NA | 149.96 | NA | NA | NA | NA | NA | … | … | 177.85 | 76.52 | 93.23 |
| Draw Down(%) | NA | 86.44 | NA | NA | NA | NA | NA | … | … | 77.58 | 60.25 | 9.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 08/20/2025, Common starting date is 11/09/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRGX (CARGO Therapeutics, Inc. Common Stock) |
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 |
|---|---|---|---|---|
| CRGX (CARGO Therapeutics, Inc. Common Stock) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart