Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVA (Innoviva, Inc.) | 15.06% | 6.83% | 19.73% | 13.12% | 7.32% | 0.63% | 0.30% | … | … |
Data as of 06/10/2026, Common starting date is 10/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVA (Innoviva, Inc.) | 10/05/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.99 | 6.83 | 19.73 | 13.12 | 7.32 | 0.63 | 0.30 | … | … | 15.06 | 14.12 | 8.17 | 21.06 | -23.19 | 39.23 | -12.50 | -18.85 | 22.97 | 32.62 | 1.52 | -22.29 | -59.13 | 60.30 | 0.63 | -11.85 | 91.81 | 5.49 | -36.46 | -36.87 | 37.17 | 25.81 | -1.14 |
| Sharpe Ratio | NA | 0.13 | 0.71 | 0.34 | 0.16 | NA | NA | … | … | 1.18 | 0.44 | 0.15 | 0.66 | -0.70 | 1.27 | -0.23 | -0.58 | 0.63 | 0.92 | 0.03 | -0.36 | -1.23 | 1.19 | 0.01 | -0.22 | 1.81 | 0.09 | -0.46 | -1.12 | 1.15 | 0.85 | -0.19 |
| Standard Deviation(%) | NA | 28.41 | 23.00 | 27.10 | 33.93 | NA | NA | … | … | 24.96 | 25.98 | 19.19 | 25.56 | 35.26 | 30.78 | 54.49 | 34.97 | 34.33 | 35.11 | 50.75 | 61.77 | 48.14 | 50.80 | 54.89 | 54.79 | 50.59 | 62.13 | 80.93 | 35.60 | 29.69 | 27.69 | 31.80 |
| Draw Down(%) | NA | 23.53 | 23.53 | 47.01 | 59.57 | NA | NA | … | … | 11.92 | 23.53 | 14.18 | 21.10 | 42.67 | 14.06 | 46.71 | 49.90 | 23.59 | 20.67 | 31.95 | 65.37 | 67.71 | 20.87 | 36.51 | 41.15 | 31.02 | 29.98 | 74.02 | 47.49 | 26.22 | 12.25 | 16.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 0.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.41 | 1.71 | 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 10/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVA (Innoviva, Inc.) |
-33.90%
Sep 2013 – Sep 2016 |
-17.44%
Sep 2010 – Sep 2015 |
-10.45%
Jan 2007 – Jan 2017 |
-5.36%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVA (Innoviva, Inc.) |
51.74%
Nov 2008 – Nov 2011 |
41.40%
Nov 2008 – Nov 2013 |
11.37%
Nov 2008 – Nov 2018 |
5.48%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart