Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDXS (Codexis, Inc.) | 57.06% | 13.27% | -0.39% | -34.48% | -4.67% | -8.90% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDXS (Codexis, Inc.) | 04/23/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.58 | 13.27 | -0.39 | -34.48 | -4.67 | -8.90 | NA | … | … | 57.06 | -65.83 | 63.61 | -34.55 | -85.10 | 43.24 | 36.52 | 2.16 | 100.00 | 81.52 | 8.75 | 67.86 | 80.00 | -36.65 | -58.30 | -50.00 | -24.50 |
| Sharpe Ratio | NA | 0.19 | 0.01 | -0.42 | -0.08 | NA | NA | … | … | 2.76 | -0.89 | 0.70 | -0.45 | -0.87 | 0.66 | 0.55 | 0.02 | 1.84 | 1.79 | 0.19 | 1.07 | 1.11 | -0.59 | -0.91 | -0.76 | -0.55 |
| Standard Deviation(%) | NA | 81.05 | 86.00 | 85.30 | 71.02 | NA | NA | … | … | 95.62 | 77.84 | 82.81 | 87.19 | 99.44 | 65.96 | 65.53 | 41.39 | 53.70 | 45.48 | 44.27 | 63.40 | 72.26 | 62.00 | 64.74 | 65.69 | 60.58 |
| Draw Down(%) | NA | 70.57 | 83.13 | 97.65 | 97.65 | NA | NA | … | … | 46.45 | 71.64 | 43.66 | 77.81 | 86.66 | 39.31 | 52.80 | 42.44 | 31.32 | 26.67 | 31.44 | 45.39 | 35.89 | 54.04 | 66.61 | 65.22 | 50.80 |
| 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 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDXS (Codexis, Inc.) |
-55.13%
Oct 2021 – Oct 2024 |
-46.06%
Feb 2021 – Feb 2026 |
-12.99%
Feb 2016 – Feb 2026 |
-14.54%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDXS (Codexis, Inc.) |
87.59%
Mar 2016 – Mar 2019 |
70.98%
Nov 2013 – Nov 2018 |
22.39%
Oct 2011 – Oct 2021 |
-7.00%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart