Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRK (Scholar Rock Holding Corporation) | 3.47% | 33.78% | 86.73% | 9.85% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/25/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRRK (Scholar Rock Holding Corporation) | 05/25/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 33.78 | 86.73 | 9.85 | NA | NA | NA | … | … | 3.47 | 5.67 | 136.49 | 107.73 | -63.57 | -48.82 | 268.21 | -42.62 | 53.13 |
| Sharpe Ratio | NA | 0.42 | 0.78 | 0.08 | NA | NA | NA | … | … | -0.02 | 0.04 | 0.77 | 1.31 | -0.65 | -0.65 | 2.17 | -0.58 | 1.07 |
| Standard Deviation(%) | NA | 63.86 | 113.19 | 103.72 | NA | NA | NA | … | … | 53.46 | 67.74 | 169.77 | 80.03 | 100.15 | 74.62 | 122.46 | 76.47 | 95.10 |
| Draw Down(%) | NA | 34.86 | 65.21 | 88.96 | NA | NA | NA | … | … | 17.10 | 47.64 | 62.39 | 54.48 | 81.24 | 64.51 | 48.93 | 68.65 | 47.70 |
| 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 |
Data as of 06/09/2026, Common starting date is 05/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRK (Scholar Rock Holding Corporation) |
-38.39%
Jan 2021 – Jan 2024 |
-22.71%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRK (Scholar Rock Holding Corporation) |
103.85%
May 2023 – May 2026 |
36.21%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart