Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SNDX (Syndax Pharmaceuticals, Inc.) -15.80% 59.51% -5.80% -1.96% 2.68% NA NA
Data as of 06/09/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
Name Start Date End Date
SNDX (Syndax Pharmaceuticals, Inc.) 03/02/2016 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 2020 2019 2018 2017 2016
Annualized Return (%) -3.81 59.51 -5.80 -1.96 2.68 NA NA -15.80 61.12 -40.91 -15.09 16.26 -1.57 153.30 97.30 -49.20 22.18 -40.25
Sharpe Ratio NA 0.94 -0.17 -0.06 0.02 NA NA -0.81 0.87 -0.89 -0.43 0.26 -0.02 1.44 1.08 -0.89 0.04 -1.21
Standard Deviation(%) NA 56.16 57.10 55.18 69.57 NA NA 47.66 68.45 53.81 44.87 56.96 67.81 105.48 68.57 79.93 72.38 72.19
Draw Down(%) NA 31.05 64.81 69.88 78.98 NA NA 31.05 46.70 48.53 60.70 38.42 46.70 36.18 49.54 75.71 48.12 59.66
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
Data as of 06/09/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNDX (Syndax Pharmaceuticals, Inc.) -21.32%
Jun 2022 – Jun 2025
-8.76%
Jun 2020 – Jun 2025
3.61%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNDX (Syndax Pharmaceuticals, Inc.) 70.07%
Dec 2018 – Dec 2021
37.17%
Dec 2018 – Dec 2023
4.58%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return