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
ALBT (Avalon GloboCare Corp.) -70.00% -89.47% -76.71% -70.97% NA NA NA
Data as of 06/05/2026, Common starting date is 12/06/2016
More Performance Analytics Comparison
Name Start Date End Date
ALBT (Avalon GloboCare Corp.) 12/06/2016 06/05/2026
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 (%) 0.00 -89.47 -76.71 -70.97 NA NA NA -70.00 -59.20 -54.08 -90.77 -36.59 -26.79 -41.97 -29.82 1,000.00 -10.39 298.57
Sharpe Ratio NA -0.63 -0.48 -0.51 NA NA NA -0.54 -0.50 -0.28 -0.85 -0.35 -0.43 -0.44 -0.18 3.35 -0.03 6,044,771,377.49
Standard Deviation(%) NA 145.51 166.42 143.53 NA NA NA 180.02 126.47 217.21 112.18 108.75 62.92 96.43 171.55 301.11 424.98 1,065.94
Draw Down(%) NA 91.33 99.12 99.84 NA NA NA 79.87 91.83 87.80 92.68 64.21 48.43 57.10 88.53 74.36 89.80 76.33
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 06/05/2026, Common starting date is 12/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALBT (Avalon GloboCare Corp.) -76.67%
May 2023 – May 2026
-70.82%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALBT (Avalon GloboCare Corp.) 233.99%
Jun 2017 – Jun 2020
60.55%
Jul 2017 – Jul 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return