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
VTAK (Catheter Precision, Inc.) -39.89% 378.26% -54.40% -79.84% NA NA NA
Data as of 06/10/2026, Common starting date is 09/27/2018
More Performance Analytics Comparison
Name Start Date End Date
VTAK (Catheter Precision, Inc.) 09/27/2018 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 2020 2019 2018
Annualized Return (%) 11.11 378.26 -54.40 -79.84 NA NA NA -39.89 273.33 -98.98 -93.21 -92.45 -79.00 -73.70 -85.79 -60.25
Sharpe Ratio NA 1.17 -0.26 -0.42 NA NA NA -0.65 0.84 -0.25 -1.09 -0.57 -0.70 -0.64 -0.64 -1.24
Standard Deviation(%) NA 330.11 220.40 193.08 NA NA NA 117.87 330.53 429.08 89.67 164.82 112.59 114.95 135.74 79.50
Draw Down(%) NA 82.12 98.62 100.00 NA NA NA 66.96 73.33 99.91 94.69 97.49 83.04 92.77 92.13 63.25
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 06/10/2026, Common starting date is 09/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTAK (Catheter Precision, Inc.) -93.66%
Sep 2021 – Sep 2024
-89.47%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTAK (Catheter Precision, Inc.) -55.77%
Nov 2022 – Nov 2025
-74.45%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return