Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KALV (KalVista Pharmaceuticals, Inc.) | 67.18% | 90.01% | 40.91% | -1.35% | 5.49% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KALV (KalVista Pharmaceuticals, Inc.) | 04/09/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 90.01 | 40.91 | -1.35 | 5.49 | NA | NA | … | … | 67.18 | 79.10 | -30.37 | 81.21 | -48.90 | -30.33 | 6.63 | -9.82 | 102.56 | 37.91 | -86.05 | -34.89 |
| Sharpe Ratio | NA | 1.36 | 0.57 | -0.03 | 0.02 | NA | NA | … | … | 3.16 | 1.28 | -0.60 | 1.45 | -0.47 | -0.33 | 0.07 | -0.54 | 1.17 | 0.27 | -0.71 | -0.76 |
| Standard Deviation(%) | NA | 67.96 | 61.63 | 71.74 | 77.13 | NA | NA | … | … | 72.08 | 61.00 | 62.26 | 53.58 | 108.44 | 92.56 | 85.33 | 61.70 | 69.09 | 70.72 | 169.09 | 83.25 |
| Draw Down(%) | NA | 32.79 | 53.87 | 85.96 | 90.13 | NA | NA | … | … | 16.00 | 32.79 | 49.56 | 33.22 | 75.25 | 70.97 | 68.75 | 66.85 | 36.92 | 35.30 | 87.87 | 68.81 |
| 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 |
Data as of 06/10/2026, Common starting date is 04/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KALV (KalVista Pharmaceuticals, Inc.) |
-56.71%
Jun 2015 – Jun 2018 |
-36.70%
Jul 2015 – Jul 2020 |
-19.62%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KALV (KalVista Pharmaceuticals, Inc.) |
47.04%
Mar 2016 – Mar 2019 |
30.51%
Feb 2016 – Feb 2021 |
10.03%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart