Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LENZ (LENZ Therapeutics, Inc.) | -57.56% | -78.25% | -20.36% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LENZ (LENZ Therapeutics, Inc.) | 06/25/2021 | 06/09/2026 |
| 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 (%) | -4.77 | -78.25 | -20.36 | NA | NA | NA | NA | … | … | -57.56 | -44.58 | 132.83 | 452.39 | -73.29 | -32.81 |
| Sharpe Ratio | NA | -0.94 | -0.33 | NA | NA | NA | NA | … | … | -1.07 | -0.59 | 1.79 | 2.20 | -0.96 | -0.61 |
| Standard Deviation(%) | NA | 84.72 | 72.06 | NA | NA | NA | NA | … | … | 82.23 | 80.37 | 72.29 | 207.26 | 78.12 | 87.29 |
| Draw Down(%) | NA | 86.44 | 86.44 | NA | NA | NA | NA | … | … | 68.74 | 67.38 | 34.26 | 44.28 | 83.61 | 72.63 |
| Yield(%) | 0.00 | 0.00 | 12.09 | 7.79 | 3.90 | 2.60 | 1.95 | … | … | 0.00 | 0.00 | 39.02 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LENZ (LENZ Therapeutics, Inc.) |
-16.66%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| LENZ (LENZ Therapeutics, Inc.) |
179.06%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart