Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRNA (Moderna, Inc.) | 55.95% | 66.15% | -28.06% | -26.68% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRNA (Moderna, Inc.) | 12/07/2018 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.26 | 66.15 | -28.06 | -26.68 | NA | NA | NA | … | … | 55.95 | -24.96 | -59.65 | -44.62 | -29.28 | 143.11 | 434.10 | 28.09 | -17.90 | 1,000.00 | -44.44 | -59.09 | 65.00 | -6.98 | -51.69 | -94.26 | -52.16 | 138.24 | -91.05 | -74.88 | 2.79 | 21.65 | 25.91 | 12.40 | -44.84 | 121.43 | 107.41 | -12.90 | -70.19 | -35.00 | 105.13 | 105.26 | 11.76 | -1.45 |
| Sharpe Ratio | NA | 1.25 | -0.50 | -0.42 | -0.25 | NA | NA | … | … | 2.85 | -0.41 | -1.09 | -1.09 | -0.43 | 1.78 | 4.36 | 0.08 | -3.00 | 3.68 | -0.49 | -0.96 | 0.39 | -0.24 | -0.43 | -0.96 | -0.90 | 0.82 | -0.60 | -1.16 | -0.28 | 0.02 | 0.09 | -0.13 | -1.02 | 1.24 | 0.79 | -0.19 | -1.10 | -0.57 | 1.50 | 2.01 | 0.14 | -0.73 |
| Standard Deviation(%) | NA | 63.39 | 62.67 | 66.33 | 136.37 | NA | NA | … | … | 70.52 | 68.26 | 61.13 | 45.16 | 71.88 | 80.49 | 98.81 | 60.71 | 75.49 | 269.46 | 158.74 | 81.10 | 120.24 | 106.23 | 164.98 | 117.83 | 78.39 | 145.46 | 183.11 | 83.97 | 70.13 | 40.18 | 73.62 | 52.35 | 63.25 | 82.73 | 106.32 | 85.95 | 66.74 | 67.24 | 66.82 | 50.41 | 62.25 | 30.99 |
| Draw Down(%) | NA | 35.51 | 86.58 | 95.38 | 100.00 | NA | NA | … | … | 22.67 | 52.96 | 77.88 | 64.72 | 53.88 | 53.39 | 42.71 | 56.74 | 28.09 | 52.00 | 66.67 | 67.09 | 70.76 | 59.18 | 79.21 | 94.57 | 75.36 | 70.00 | 95.53 | 79.26 | 47.57 | 23.31 | 49.46 | 28.10 | 62.42 | 58.97 | 54.69 | 60.56 | 78.32 | 61.90 | 23.30 | 16.15 | 35.14 | 2.90 |
| 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 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRNA (Moderna, Inc.) |
-50.38%
Nov 2021 – Nov 2024 |
-29.83%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRNA (Moderna, Inc.) |
132.24%
Jul 2019 – Jul 2022 |
55.53%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart