Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIVI (BioVie Inc.) | 40.52% | -85.18% | -85.98% | -74.42% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIVI (BioVie Inc.) | 09/21/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | -85.18 | -85.98 | -74.42 | NA | NA | NA | … | … | 40.52 | -39.50 | -83.10 | -83.78 | 72.67 | -74.02 | 77.64 |
| Sharpe Ratio | NA | -0.84 | -0.64 | -0.58 | NA | NA | NA | … | … | 1.38 | -0.18 | -0.53 | -0.64 | 0.52 | -0.56 | 9.94 |
| Standard Deviation(%) | NA | 105.29 | 140.09 | 132.15 | NA | NA | NA | … | … | 78.94 | 244.52 | 170.64 | 138.16 | 138.41 | 131.40 | 67.24 |
| Draw Down(%) | NA | 91.09 | 99.83 | 99.94 | NA | NA | NA | … | … | 23.84 | 86.54 | 94.18 | 88.41 | 75.58 | 90.16 | 25.63 |
| 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 |
Data as of 06/10/2026, Common starting date is 09/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIVI (BioVie Inc.) |
-88.57%
Dec 2022 – Dec 2025 |
-79.75%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIVI (BioVie Inc.) |
-18.21%
Oct 2020 – Oct 2023 |
-70.60%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart