Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBIO (Harvard Bioscience, Inc.) | -7.46% | 5.08% | -52.68% | -39.61% | -15.87% | -13.35% | -9.07% | … | … |
Data as of 06/10/2026, Common starting date is 03/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBIO (Harvard Bioscience, Inc.) | 03/19/2001 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.62 | 5.08 | -52.68 | -39.61 | -15.87 | -13.35 | -9.07 | … | … | -7.46 | -66.82 | -62.99 | 93.14 | -60.71 | 64.34 | 40.66 | -4.09 | -3.64 | 8.20 | -12.10 | -38.80 | 20.64 | 41.54 | 13.18 | -5.15 | 14.29 | 34.72 | -42.14 | -10.72 | 15.28 | -3.89 | -47.98 | 170.52 | -66.90 | 42.00 |
| Sharpe Ratio | NA | 0.49 | -0.57 | -0.49 | -0.25 | NA | NA | … | … | -0.21 | -0.49 | -1.15 | 1.82 | -0.94 | 1.26 | 0.61 | -0.36 | -0.53 | -0.26 | -0.89 | -1.38 | 0.06 | 0.65 | -0.14 | -0.47 | -0.12 | 0.28 | -0.94 | -0.83 | -0.18 | -0.62 | -0.84 | 2.29 | -0.79 | 0.47 |
| Standard Deviation(%) | NA | 99.63 | 97.12 | 83.52 | 72.00 | NA | NA | … | … | 92.20 | 142.17 | 60.71 | 49.35 | 65.92 | 51.11 | 65.82 | 76.37 | 47.46 | 43.36 | 51.87 | 41.42 | 33.83 | 35.41 | 38.53 | 50.26 | 36.58 | 58.29 | 65.14 | 39.47 | 38.68 | 40.36 | 80.30 | 66.11 | 109.45 | 78.43 |
| Draw Down(%) | NA | 45.44 | 95.39 | 96.69 | 96.69 | NA | NA | … | … | 37.54 | 87.21 | 63.27 | 35.06 | 70.31 | 24.79 | 56.84 | 65.36 | 54.44 | 29.23 | 39.95 | 57.16 | 23.57 | 25.16 | 19.91 | 37.30 | 25.84 | 21.90 | 62.35 | 38.27 | 28.77 | 41.93 | 67.01 | 23.47 | 77.59 | 44.58 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBIO (Harvard Bioscience, Inc.) |
-58.99%
Apr 2022 – Apr 2025 |
-39.07%
May 2021 – May 2026 |
-23.93%
Apr 2015 – Apr 2025 |
-15.11%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBIO (Harvard Bioscience, Inc.) |
30.39%
Dec 2018 – Dec 2021 |
25.69%
Oct 2016 – Oct 2021 |
6.88%
Nov 2008 – Nov 2018 |
5.07%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart