Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NTRA (Natera, Inc.) | -6.02% | 30.09% | 65.21% | 16.08% | 33.17% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTRA (Natera, Inc.) | 07/02/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.61 | 30.09 | 65.21 | 16.08 | 33.17 | NA | NA | … | … | -6.02 | 47.66 | 155.84 | 55.94 | -56.99 | -6.16 | 195.40 | 141.33 | 55.28 | -23.23 | 8.43 | -52.51 |
| Sharpe Ratio | NA | 0.64 | 1.35 | 0.25 | 0.52 | NA | NA | … | … | -0.30 | 1.12 | 3.41 | 0.99 | -0.66 | -0.11 | 2.38 | 2.26 | 0.87 | -0.43 | 0.14 | -1.32 |
| Standard Deviation(%) | NA | 42.84 | 45.75 | 57.60 | 60.89 | NA | NA | … | … | 52.74 | 40.80 | 44.35 | 52.49 | 88.08 | 54.99 | 81.51 | 62.02 | 61.96 | 55.17 | 59.18 | 58.66 |
| Draw Down(%) | NA | 28.20 | 39.94 | 77.74 | 77.74 | NA | NA | … | … | 28.20 | 25.29 | 14.58 | 39.94 | 69.88 | 31.73 | 57.01 | 18.77 | 57.46 | 37.18 | 41.84 | 64.60 |
| 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 |
Data as of 06/05/2026, Common starting date is 07/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTRA (Natera, Inc.) |
-16.28%
Oct 2020 – Oct 2023 |
12.38%
Feb 2021 – Feb 2026 |
26.67%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTRA (Natera, Inc.) |
134.52%
Feb 2018 – Feb 2021 |
76.64%
Feb 2016 – Feb 2021 |
40.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart