Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXGN (Axogen, Inc.) | 29.51% | 288.90% | 69.40% | 17.43% | 21.94% | 18.67% | 27.35% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXGN (Axogen, Inc.) | 12/17/1986 | 06/04/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.87 | 288.90 | 69.40 | 17.43 | 21.94 | 18.67 | 27.35 | … | … | 29.51 | 99.03 | 143.92 | -31.56 | 6.51 | -47.65 | 0.06 | -12.43 | -27.81 | 214.44 | 80.00 | 39.28 | -20.04 | 66.30 | 0.00 | -22.64 | 3.17 | 46.18 | 111.54 | 100.00 | 27.45 | -65.11 | 85.19 | 58.82 | -60.77 | -30.67 | 15.38 | -38.10 | -48.78 | -29.31 | -34.09 | 51.72 | -27.50 | -2.00 | 6.18 | 217.86 | -9.68 | -26.19 | 5.00 | 17.65 | -8.11 |
| Sharpe Ratio | NA | 4.91 | 0.97 | 0.19 | 0.32 | NA | NA | … | … | 1.11 | 1.59 | 2.13 | -0.56 | 0.08 | -0.85 | 0.00 | -0.20 | -0.47 | 5.63 | 1.88 | 0.74 | -0.34 | 0.90 | 0.00 | -0.19 | 0.03 | 0.22 | 0.58 | 0.50 | 0.19 | -0.38 | 0.46 | 0.19 | -0.30 | -0.27 | 0.06 | -0.37 | -0.67 | -0.40 | -0.45 | 0.69 | -0.41 | -0.06 | 0.05 | 2.78 | -0.13 | -0.42 | 0.01 | 0.29 | -2.11 |
| Standard Deviation(%) | NA | 52.90 | 63.26 | 62.79 | 61.80 | NA | NA | … | … | 50.09 | 61.99 | 65.20 | 64.30 | 66.82 | 55.82 | 77.08 | 68.93 | 62.22 | 38.20 | 42.40 | 52.92 | 59.73 | 73.56 | 64.33 | 117.72 | 114.57 | 207.69 | 190.26 | 194.72 | 126.24 | 177.08 | 181.31 | 312.68 | 208.50 | 122.35 | 184.76 | 113.15 | 78.16 | 82.39 | 82.51 | 68.99 | 73.42 | 71.29 | 70.79 | 76.45 | 112.25 | 75.10 | 44.59 | 47.30 | 44.74 |
| Draw Down(%) | NA | 19.30 | 62.36 | 83.69 | 93.54 | NA | NA | … | … | 19.30 | 53.80 | 46.96 | 67.03 | 34.67 | 62.55 | 58.92 | 56.11 | 69.43 | 13.57 | 17.43 | 27.86 | 55.76 | 41.54 | 43.61 | 50.00 | 49.15 | 64.60 | 65.00 | 82.67 | 70.00 | 82.26 | 65.71 | 72.34 | 92.01 | 64.56 | 79.87 | 67.69 | 58.70 | 50.00 | 60.98 | 40.35 | 35.71 | 28.00 | 48.21 | 40.98 | 38.10 | 44.64 | 26.00 | 46.15 | 8.11 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.50 | … | … | 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 | 24.10 | 0.00 | 0.00 | 0.00 | 0.00 | 4.00 | 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 06/04/2026, Common starting date is 12/17/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXGN (Axogen, Inc.) |
-53.58%
Jan 2000 – Jan 2003 |
-43.25%
Jul 1997 – Jul 2002 |
-30.63%
Aug 1996 – Aug 2006 |
-22.42%
Sep 1991 – Sep 2006 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXGN (Axogen, Inc.) |
161.10%
Sep 2006 – Sep 2009 |
68.38%
Aug 2013 – Aug 2018 |
45.64%
Sep 2006 – Sep 2016 |
39.65%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart