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
LXEO (Lexeo Therapeutics, Inc.) -57.30% -3.20% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/02/2023
More Performance Analytics Comparison
Name Start Date End Date
LXEO (Lexeo Therapeutics, Inc.) 11/02/2023 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -5.99 -3.20 NA NA NA NA NA -57.30 55.78 -49.48 22.00
Sharpe Ratio NA 0.39 NA NA NA NA NA -1.11 0.45 -0.65 2.40
Standard Deviation(%) NA 80.40 NA NA NA NA NA 78.73 119.04 86.45 107.30
Draw Down(%) NA 58.89 NA NA NA NA NA 58.54 75.58 68.02 36.66
Yield(%) 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 11/02/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LXEO (Lexeo Therapeutics, Inc.) 0.00%
NA
0.00%
NA
0.00%
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0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LXEO (Lexeo Therapeutics, Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return