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
IBIO (iBio, Inc.) -5.70% 95.70% 34.38% 5.24% -11.95% -17.04% NA
Data as of 06/05/2026, Common starting date is 08/19/2008
More Performance Analytics Comparison
Name Start Date End Date
IBIO (iBio, Inc.) 08/19/2008 06/05/2026
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
Annualized Return (%) -4.21 95.70 34.38 5.24 -11.95 -17.04 NA -5.70 -22.86 78.83 211.36 -20.00 -47.62 320.00 -66.67 -58.33 -55.00 -28.57 -18.84 102.94 -45.16 -25.30 -73.73 251.11 718.18 -88.42
Sharpe Ratio NA 1.24 0.16 0.01 -0.06 NA NA -0.07 -0.18 0.54 0.68 -0.04 -0.55 1.49 -0.74 -0.89 -0.82 -0.94 -0.36 0.53 -0.69 -0.42 -1.05 3.11 2.96 -0.42
Standard Deviation(%) NA 113.32 201.46 305.41 234.34 NA NA 92.44 143.98 136.30 309.27 572.03 87.02 213.28 121.24 89.34 90.34 66.38 102.99 160.57 92.34 104.88 88.22 74.73 236.13 300.61
Draw Down(%) NA 53.75 91.11 96.38 98.51 NA NA 53.75 91.11 61.58 89.43 96.38 79.01 83.62 89.00 81.00 73.08 52.70 51.33 80.37 66.67 67.20 87.01 40.00 56.52 94.50
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 06/05/2026, Common starting date is 08/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBIO (iBio, Inc.) -70.30%
Nov 2016 – Nov 2019
-59.89%
Nov 2014 – Nov 2019
-36.36%
Nov 2009 – Nov 2019
-20.85%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBIO (iBio, Inc.) 163.13%
Feb 2022 – Feb 2025
92.93%
Nov 2019 – Nov 2024
-1.75%
Nov 2013 – Nov 2023
4.83%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return