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
BLGO (BioLargo Inc) -33.33% -42.86% -14.20% -6.73% -12.94% -7.56% NA
Data as of 06/10/2026, Common starting date is 03/22/2007
More Performance Analytics Comparison
Name Start Date End Date
BLGO (BioLargo Inc) 03/22/2007 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 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 -42.86 -14.20 -6.73 -12.94 -7.56 NA -33.33 -5.26 17.65 -10.53 -9.52 75.00 -45.45 -8.33 -38.46 -53.01 66.00 61.29 24.00 4.17 -25.00 -36.00 -28.57 70.73 -57.29 -4.95
Sharpe Ratio NA -0.55 -0.25 -0.15 -0.16 NA NA -0.73 -0.12 0.16 -0.28 -0.15 0.82 -0.44 -0.31 -0.61 -0.99 0.31 0.34 0.04 -0.08 -0.36 -0.36 -0.29 0.18 -0.26 -0.10
Standard Deviation(%) NA 77.37 68.87 68.77 84.27 NA NA 87.76 70.39 68.48 52.83 74.12 91.48 104.18 102.29 97.76 73.21 103.20 125.71 150.14 170.14 120.67 150.13 164.79 286.31 297.17 274.82
Draw Down(%) NA 56.52 75.00 75.00 89.58 NA NA 50.00 50.00 55.00 33.33 45.16 44.00 58.62 42.11 60.00 53.01 38.00 43.48 71.56 61.54 55.10 61.40 78.57 76.40 82.50 69.31
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 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 03/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLGO (BioLargo Inc) -40.29%
May 2008 – May 2011
-31.07%
Jan 2008 – Jan 2013
-17.88%
Apr 2008 – Apr 2018
-13.73%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLGO (BioLargo Inc) 58.74%
Nov 2013 – Nov 2016
25.93%
Apr 2009 – Apr 2014
3.54%
Sep 2007 – Sep 2017
2.23%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return