Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBIO (Orchestra BioMed Holdings, Inc.) | -3.13% | 20.36% | -33.01% | -17.07% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBIO (Orchestra BioMed Holdings, Inc.) | 08/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.15 | 20.36 | -33.01 | -17.07 | NA | NA | NA | … | … | -3.13 | 8.00 | -51.81 | -8.52 | -0.99 | -21.31 | 12.37 |
| Sharpe Ratio | NA | 0.35 | -0.39 | -0.23 | NA | NA | NA | … | … | -0.26 | 0.06 | -0.65 | -0.09 | -0.69 | -0.69 | 1.19 |
| Standard Deviation(%) | NA | 72.21 | 97.35 | 86.14 | NA | NA | NA | … | … | 60.77 | 93.73 | 89.98 | 137.54 | 3.46 | 30.94 | 27.38 |
| Draw Down(%) | NA | 34.77 | 84.75 | 89.40 | NA | NA | NA | … | … | 27.89 | 60.70 | 53.35 | 80.07 | 2.78 | 32.64 | 14.37 |
| 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 |
Data as of 06/10/2026, Common starting date is 08/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIO (Orchestra BioMed Holdings, Inc.) |
-39.89%
Mar 2023 – Mar 2026 |
-25.76%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBIO (Orchestra BioMed Holdings, Inc.) |
-7.21%
Jun 2021 – Jun 2024 |
-14.51%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart