Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCGN (Ocugen, Inc.) | -5.19% | 34.74% | 39.65% | -34.10% | -36.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCGN (Ocugen, Inc.) | 12/03/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.25 | 34.74 | 39.65 | -34.10 | -36.46 | NA | NA | … | … | -5.19 | 74.07 | 49.12 | -56.15 | -71.43 | 148.63 | 251.92 | -90.15 | -95.71 | 22.75 | -52.29 | -68.18 | -6.38 |
| Sharpe Ratio | NA | 0.79 | 0.49 | -0.36 | -0.26 | NA | NA | … | … | 0.03 | 0.97 | 0.44 | -0.79 | -0.71 | 0.77 | 1.18 | -0.55 | -0.56 | 0.08 | -0.87 | -1.27 | -3.82 |
| Standard Deviation(%) | NA | 80.18 | 83.78 | 92.15 | 145.40 | NA | NA | … | … | 95.04 | 74.88 | 97.96 | 76.89 | 102.37 | 193.78 | 211.53 | 205.15 | 211.03 | 45.27 | 98.58 | 68.47 | 35.03 |
| Draw Down(%) | NA | 47.58 | 73.74 | 97.70 | 99.92 | NA | NA | … | … | 47.58 | 42.22 | 63.64 | 72.93 | 76.48 | 72.30 | 73.08 | 98.57 | 97.11 | 26.18 | 60.60 | 75.76 | 10.60 |
| 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 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCGN (Ocugen, Inc.) |
-87.30%
Jun 2017 – Jun 2020 |
-78.41%
Mar 2015 – Mar 2020 |
-49.81%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCGN (Ocugen, Inc.) |
60.26%
Nov 2019 – Nov 2022 |
40.99%
Oct 2020 – Oct 2025 |
-35.14%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart