Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMMX (Immix Biopharma, Inc.) | 51.63% | 262.10% | 56.98% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMMX (Immix Biopharma, Inc.) | 12/16/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.89 | 262.10 | 56.98 | NA | NA | NA | NA | … | … | 51.63 | 156.36 | -67.63 | 202.18 | -35.67 | -3.00 |
| Sharpe Ratio | NA | 3.12 | 0.56 | NA | NA | NA | NA | … | … | 2.01 | 1.81 | -0.78 | 1.77 | -0.29 | -0.31 |
| Standard Deviation(%) | NA | 83.21 | 95.25 | NA | NA | NA | NA | … | … | 80.23 | 86.91 | 95.59 | 113.60 | 128.73 | 171.37 |
| Draw Down(%) | NA | 39.84 | 81.57 | NA | NA | NA | NA | … | … | 28.69 | 42.13 | 80.64 | 49.04 | 88.89 | 26.25 |
| 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 |
Data as of 06/05/2026, Common starting date is 12/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMMX (Immix Biopharma, Inc.) |
-21.82%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| IMMX (Immix Biopharma, Inc.) |
71.06%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart