Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVTA (Invitae Corp) | NA | -99.00% | -92.59% | -73.71% | NA | NA | NA | … | … |
Data as of 02/14/2024, Common starting date is 02/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVTA (Invitae Corp) | 02/13/2015 | 02/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.33 | -99.00 | -92.59 | -73.71 | NA | NA | NA | … | … | -96.83 | -66.13 | -87.82 | -63.48 | 159.21 | 46.20 | 21.81 | 14.36 | -3.29 | -53.88 |
| Sharpe Ratio | NA | -0.45 | -0.54 | -0.51 | NA | NA | NA | … | … | -0.18 | -0.67 | -0.47 | -0.90 | 1.56 | 0.71 | 0.28 | 0.30 | -0.05 | -0.81 |
| Standard Deviation(%) | NA | 230.75 | 176.58 | 147.20 | NA | NA | NA | … | … | 583.86 | 105.42 | 188.36 | 70.90 | 101.39 | 63.75 | 72.86 | 46.23 | 71.49 | 72.38 |
| Draw Down(%) | NA | 99.09 | 99.96 | 99.97 | NA | NA | NA | … | … | 96.83 | 84.62 | 89.03 | 74.18 | 72.22 | 45.38 | 53.33 | 31.71 | 48.28 | 69.72 |
| 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 |
Data as of 02/14/2024, Common starting date is 02/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVTA (Invitae Corp) |
-80.10%
Jan 2021 – Jan 2024 |
-51.19%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVTA (Invitae Corp) |
101.22%
Mar 2018 – Mar 2021 |
47.89%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart