Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUVL (Nuvalent, Inc.) | 22.63% | 55.24% | 41.54% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUVL (Nuvalent, Inc.) | 07/30/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 36.78 | 55.24 | 41.54 | NA | NA | NA | NA | … | … | 22.63 | 32.97 | 9.12 | 147.11 | 56.41 | 58.90 |
| Sharpe Ratio | NA | 0.31 | 0.49 | NA | NA | NA | NA | … | … | -0.50 | 0.67 | 0.05 | 2.30 | 0.54 | 1,037.07 |
| Standard Deviation(%) | NA | 44.12 | 49.38 | NA | NA | NA | NA | … | … | 46.67 | 45.67 | 48.27 | 62.93 | 102.80 | 141.83 |
| Draw Down(%) | NA | 19.47 | 47.12 | NA | NA | NA | NA | … | … | 19.47 | 33.32 | 29.48 | 29.65 | 62.19 | 16.05 |
| 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 |
Data as of 06/10/2026, Common starting date is 07/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUVL (Nuvalent, Inc.) |
32.70%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUVL (Nuvalent, Inc.) |
103.45%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart