Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOPH (Sophia Genetics SA) | 11.78% | 74.58% | 5.31% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOPH (Sophia Genetics SA) | 07/26/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.21 | 74.58 | 5.31 | NA | NA | NA | NA | … | … | 11.78 | 54.07 | -28.66 | 128.64 | -85.39 | -17.06 |
| Sharpe Ratio | NA | 0.93 | 0.04 | NA | NA | NA | NA | … | … | 0.29 | 0.63 | -0.55 | 1.37 | -0.89 | -0.53 |
| Standard Deviation(%) | NA | 66.12 | 71.84 | NA | NA | NA | NA | … | … | 50.17 | 82.50 | 64.56 | 91.77 | 97.96 | 65.74 |
| Draw Down(%) | NA | 25.72 | 52.67 | NA | NA | NA | NA | … | … | 25.72 | 45.49 | 44.84 | 58.11 | 89.04 | 37.53 |
| 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 06/10/2026, Common starting date is 07/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOPH (Sophia Genetics SA) |
-42.09%
Aug 2021 – Aug 2024 |
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 |
|---|---|---|---|---|
| SOPH (Sophia Genetics SA) |
31.48%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart