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
LIPO (Lipella Pharmaceuticals Inc.) -55.56% -97.25% -82.78% NA NA NA NA
Data as of 06/09/2026, Common starting date is 12/19/2022
More Performance Analytics Comparison
Name Start Date End Date
LIPO (Lipella Pharmaceuticals Inc.) 12/19/2022 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
Annualized Return (%) -20.00 -97.25 -82.78 NA NA NA NA -55.56 -94.10 -62.62 -67.41 -45.57
Sharpe Ratio NA -0.30 -0.38 NA NA NA NA -0.16 -0.67 -0.52 -0.64 -0.66
Standard Deviation(%) NA 336.51 220.91 NA NA NA NA 489.70 144.39 127.22 112.34 157.16
Draw Down(%) NA 99.35 99.89 NA NA NA NA 93.10 96.13 73.51 75.75 45.57
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
Data as of 06/09/2026, Common starting date is 12/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIPO (Lipella Pharmaceuticals Inc.) -86.32%
Apr 2023 – Apr 2026
0.00%
NA
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NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIPO (Lipella Pharmaceuticals Inc.) -75.53%
Jan 2023 – Jan 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return