49.82%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| CLPT | ClearPoint Neuro Inc | 2016-08-09 | 2023-05-24 | Equity | |
| CRL | Charles River Laboratories International Inc | 2000-06-26 | 2023-05-24 | Equity | |
Benchmark |
|||||
| SPY | SPDR S&P 500 ETF Trust | 1999-11-02 | 2023-05-24 | ETF |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| CLPT | -5.38 | -9.81 | -20.58 | -7.59 | -23.94 | 24.49 | 26.75 | 2.94 | 2016-08-09 | |
| CRL | -0.97 | 5.95 | -0.76 | -12.28 | -13.78 | 4.72 | 13.38 | 16.23 | 10.11 | 2000-06-26 |
| Benchmark | -1.55 | 0.17 | -0.23 | 2.49 | 4.39 | 11.17 | 8.66 | 9.68 | 5.62 | 1999-11-02 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| CLPT | 2.09 | 2.88 | 3.58 | 66.02 | 73.62 | 74.49 | 86.42 | 2016-08-09 | |
| CRL | 2.07 | 2.62 | 2.26 | 43.49 | 37.14 | 38.05 | 31.70 | 34.42 | 2000-06-26 |
| Benchmark | 0.77 | 0.76 | 0.77 | 17.71 | 15.86 | 17.78 | 14.60 | 17.25 | 1999-11-02 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| CLPT | -0.91 | 4.05 | 4.25 | 3.22 | 2016-08-09 | |
| CRL | -0.75 | 0.85 | 1.61 | 1.67 | 1.24 | 2000-06-26 |
| Benchmark | 0.44 | 1.00 | 0.81 | 0.86 | 0.54 | 1999-11-02 |
| CLPT | CRL | |
| CLPT | 1 | 0.21 |
| CRL | 0.21 | 1 |