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
IVBXF (Innovent Biologics Inc) -6.67% -10.08% 23.94% -3.91% NA NA NA
Data as of 06/10/2026, Common starting date is 09/05/2019
More Performance Analytics Comparison
Name Start Date End Date
IVBXF (Innovent Biologics Inc) 09/05/2019 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
Annualized Return (%) -9.09 -10.08 23.94 -3.91 NA NA NA -6.67 133.33 -7.11 14.69 -30.24 -40.00 201.47 7.79
Sharpe Ratio NA 0.06 0.42 -0.09 NA NA NA 0.09 2.00 -0.25 0.21 -0.38 -0.46 2.25 1.31
Standard Deviation(%) NA 62.31 60.81 69.05 NA NA NA 67.53 66.75 55.08 49.68 82.80 86.45 88.93 19.27
Draw Down(%) NA 31.47 39.21 80.83 NA NA NA 19.76 25.94 30.16 40.83 62.60 56.74 46.54 5.56
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
Data as of 06/10/2026, Common starting date is 09/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVBXF (Innovent Biologics Inc) -32.27%
Jan 2021 – Jan 2024
-4.36%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVBXF (Innovent Biologics Inc) 48.64%
Sep 2022 – Sep 2025
15.85%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return