Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVAX (Novavax, Inc.) | 27.38% | 18.89% | 3.24% | -47.01% | -23.81% | -10.15% | -11.12% | … | … |
Data as of 06/10/2026, Common starting date is 12/05/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVAX (Novavax, Inc.) | 12/05/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.08 | 18.89 | 3.24 | -47.01 | -23.81 | -10.15 | -11.12 | … | … | 27.38 | -15.05 | 72.50 | -53.31 | -92.81 | 28.30 | 2,701.76 | -89.18 | 48.39 | -1.59 | -84.98 | 41.48 | 15.82 | 170.90 | 50.00 | -48.15 | -8.65 | 40.74 | -43.24 | -18.78 | 6.49 | 18.10 | -45.67 | 130.77 | -81.56 | 65.88 | 51.11 | 190.32 | -61.25 | 45.45 | -8.33 | -6.25 |
| Sharpe Ratio | NA | 0.49 | 0.03 | -0.47 | -0.19 | NA | NA | … | … | 1.56 | -0.25 | 0.55 | -0.67 | -0.78 | 0.24 | 17.35 | -0.81 | 0.31 | -0.26 | -0.59 | 0.33 | -0.04 | 2.95 | 0.59 | -1.02 | -0.48 | 0.14 | -0.71 | -0.68 | -0.21 | -0.02 | -1.11 | 1.60 | -0.87 | 0.82 | -0.24 | 3.11 | -0.26 | -0.02 | -0.09 | -0.89 |
| Standard Deviation(%) | NA | 66.99 | 93.57 | 101.30 | 124.47 | NA | NA | … | … | 77.82 | 74.08 | 121.88 | 87.02 | 120.74 | 116.11 | 153.56 | 139.61 | 85.98 | 79.93 | 202.79 | 69.21 | 62.00 | 51.71 | 53.65 | 65.32 | 56.84 | 154.74 | 88.46 | 60.31 | 74.27 | 128.83 | 58.68 | 69.56 | 116.83 | 55.98 | 74.47 | 69.29 | 108.13 | 58.57 | 70.59 | 138.03 |
| Draw Down(%) | NA | 35.94 | 74.11 | 98.61 | 98.82 | NA | NA | … | … | 31.19 | 49.82 | 65.57 | 61.54 | 93.81 | 62.18 | 56.81 | 92.12 | 51.65 | 55.21 | 85.94 | 54.67 | 44.51 | 33.46 | 34.31 | 60.14 | 33.44 | 72.55 | 60.91 | 42.44 | 65.82 | 77.30 | 57.66 | 38.32 | 86.81 | 36.91 | 58.92 | 22.92 | 76.34 | 36.84 | 63.08 | 30.26 |
| 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 |
Data as of 06/10/2026, Common starting date is 12/05/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVAX (Novavax, Inc.) |
-73.74%
Jan 2021 – Jan 2024 |
-49.31%
Apr 2021 – Apr 2026 |
-30.17%
Jul 2015 – Jul 2025 |
-18.59%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVAX (Novavax, Inc.) |
132.99%
Jul 2019 – Jul 2022 |
53.86%
Nov 2016 – Nov 2021 |
28.27%
Jul 2005 – Jul 2015 |
14.02%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart