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
CLPT (ClearPoint Neuro, Inc.) -1.75% 11.26% 23.07% -6.77% 3.00% NA NA
Data as of 06/12/2026, Common starting date is 05/23/2012
More Performance Analytics Comparison
Name Start Date End Date
CLPT (ClearPoint Neuro, Inc.) 05/23/2012 06/12/2026
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
Annualized Return (%) 4.27 11.26 23.07 -6.77 3.00 NA NA -1.75 -8.84 131.96 -19.83 -24.51 -29.39 231.04 205.73 -42.91 -19.12 -77.63 -54.22 -42.76 -9.37 113.33
Sharpe Ratio NA -0.02 0.25 -0.12 0.01 NA NA -0.17 -0.13 1.65 -0.39 -0.37 -0.43 2.60 3.14 -0.60 -0.18 -0.56 -0.73 -0.77 -0.19 1.69
Standard Deviation(%) NA 95.43 81.59 75.61 87.08 NA NA 92.80 90.89 76.80 62.70 70.51 68.77 88.13 64.99 74.13 110.75 137.95 74.74 55.58 50.09 150.52
Draw Down(%) NA 70.74 70.74 79.96 88.88 NA NA 44.77 58.18 33.21 58.04 53.31 61.79 49.84 29.96 59.12 73.04 88.72 72.52 53.02 46.19 65.17
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
Data as of 06/12/2026, Common starting date is 05/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLPT (ClearPoint Neuro, Inc.) -67.10%
Nov 2013 – Nov 2016
-54.27%
Jul 2012 – Jul 2017
-21.93%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLPT (ClearPoint Neuro, Inc.) 127.62%
Aug 2018 – Aug 2021
47.93%
Jul 2017 – Jul 2022
2.81%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return