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
MCRPF (MicroPort Scientific Corporation) -30.43% 2.13% -18.90% -34.59% 7.22% NA NA
Data as of 06/08/2026, Common starting date is 01/17/2012
More Performance Analytics Comparison
Name Start Date End Date
MCRPF (MicroPort Scientific Corporation) 01/17/2012 06/08/2026
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 2014 2013 2012
Annualized Return (%) -1.03 2.13 -18.90 -34.59 7.22 NA NA -30.43 59.76 -18.81 -60.39 -29.36 -33.23 369.05 20.52 -4.67 37.95 68.59 -2.70 -29.37 25.20 32.61
Sharpe Ratio NA -0.01 -0.31 -0.53 0.09 NA NA -1.02 0.84 -0.36 -0.87 -0.42 -0.50 4.92 0.40 -0.10 0.94 2.35 -0.05 -0.79 0.62 1.25
Standard Deviation(%) NA 69.37 70.99 69.95 62.97 NA NA 58.27 69.47 71.10 74.33 72.77 66.04 74.41 47.83 58.11 40.00 29.06 53.11 36.98 40.81 27.48
Draw Down(%) NA 48.11 73.83 93.97 93.97 NA NA 41.82 29.19 44.55 70.85 56.25 63.16 39.19 31.80 36.62 18.90 13.13 40.98 46.51 30.23 7.29
Yield(%) 0.00 0.00 0.00 0.01 0.33 2.31 1.73 0.00 0.00 0.00 0.00 0.00 0.11 0.86 0.00 0.00 0.00 0.00 0.00 0.00 14.55 14.58
Data as of 06/08/2026, Common starting date is 01/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCRPF (MicroPort Scientific Corporation) -57.27%
Jun 2021 – Jun 2024
-31.90%
May 2021 – May 2026
0.05%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCRPF (MicroPort Scientific Corporation) 97.26%
Jun 2018 – Jun 2021
81.02%
Jun 2016 – Jun 2021
22.34%
Feb 2012 – Feb 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return