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
IRD (Opus Genetics, Inc.) NA 281.37% 0.52% -7.42% 30.48% 8.04% -23.22%
Data as of 06/10/2026, Common starting date is 05/23/2005
More Performance Analytics Comparison
Name Start Date End Date
IRD (Opus Genetics, Inc.) 05/23/2005 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 281.37 0.52 -7.42 30.48 8.04 -23.22
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 05/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IRD (Opus Genetics, Inc.) -91.72%
Oct 2006 – Oct 2009
-80.47%
Apr 2008 – Apr 2013
-58.60%
Oct 2006 – Oct 2016
-32.16%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IRD (Opus Genetics, Inc.) 173.87%
Jun 2016 – Jun 2019
100.54%
Jan 2016 – Jan 2021
32.78%
Apr 2016 – Apr 2026
10.08%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return