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
OPGN (OpGen Inc) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 08/19/2025, Common starting date is 05/05/2015
More Performance Analytics Comparison
Name Start Date End Date
OPGN (OpGen Inc) 05/05/2015 08/19/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 -85.95 -85.00 -86.00 -50.98 80.53 -95.65 -72.19 -83.74 -39.47 -60.82
Sharpe Ratio NA 0.15 -0.16 -0.19 -0.27 NA NA 3.11 -0.73 -0.53 -0.73 -0.56 0.56 -0.71 -0.74 -0.94 -0.30 -0.74
Standard Deviation(%) NA 700.10 421.19 330.69 249.78 NA NA 884.59 126.38 168.58 120.66 90.48 142.91 136.10 99.69 89.72 132.72 103.01
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 92.44 95.09 89.19 72.07 57.92 97.17 86.30 89.47 75.95 68.87
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 08/19/2025, Common starting date is 05/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPGN (OpGen Inc) -92.58%
Jul 2022 – Jul 2025
-84.39%
Jul 2020 – Jul 2025
-79.68%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPGN (OpGen Inc) -45.12%
Nov 2019 – Nov 2022
-58.63%
May 2020 – May 2025
-67.57%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return