Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SERA (Sera Prognostics, Inc.) | -27.80% | 42.00% | -11.47% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SERA (Sera Prognostics, Inc.) | 07/15/2021 | 06/09/2026 |
| 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 (%) | 4.41 | 42.00 | -11.47 | NA | NA | NA | NA | … | … | -27.80 | -56.76 | 33.78 | 374.60 | -81.66 | -42.27 |
| Sharpe Ratio | NA | 0.36 | -0.13 | NA | NA | NA | NA | … | … | -0.62 | -0.51 | 0.35 | 2.72 | -0.84 | -0.94 |
| Standard Deviation(%) | NA | 113.53 | 108.99 | NA | NA | NA | NA | … | … | 76.52 | 117.42 | 79.23 | 138.56 | 98.96 | 73.88 |
| Draw Down(%) | NA | 61.12 | 87.25 | NA | NA | NA | NA | … | … | 56.91 | 82.11 | 54.75 | 63.53 | 86.82 | 47.32 |
| 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 06/09/2026, Common starting date is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SERA (Sera Prognostics, Inc.) |
-19.07%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| SERA (Sera Prognostics, Inc.) |
35.45%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart