Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLGT (Fulgent Genetics, Inc.) | -27.10% | -8.02% | -21.15% | -24.99% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLGT (Fulgent Genetics, Inc.) | 09/29/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.57 | -8.02 | -21.15 | -24.99 | NA | NA | NA | … | … | -27.10 | 44.67 | -36.46 | -2.92 | -70.39 | 93.07 | 303.88 | 306.94 | -27.63 | -62.14 | 26.03 |
| Sharpe Ratio | NA | -0.17 | -0.49 | -0.50 | NA | NA | NA | … | … | -0.63 | 0.94 | -1.11 | -0.16 | -1.35 | 1.01 | 2.42 | 3.34 | -0.43 | -0.81 | 2.14 |
| Standard Deviation(%) | NA | 64.03 | 50.05 | 52.84 | NA | NA | NA | … | … | 86.43 | 45.12 | 39.18 | 44.20 | 53.21 | 91.90 | 124.57 | 91.57 | 66.74 | 77.56 | 67.78 |
| Draw Down(%) | NA | 55.30 | 66.21 | 87.56 | NA | NA | NA | … | … | 51.87 | 21.23 | 42.95 | 42.07 | 70.94 | 63.67 | 65.82 | 34.27 | 39.88 | 77.98 | 21.66 |
| 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 06/05/2026, Common starting date is 09/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLGT (Fulgent Genetics, Inc.) |
-43.16%
Dec 2021 – Dec 2024 |
-31.45%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLGT (Fulgent Genetics, Inc.) |
216.59%
Dec 2018 – Dec 2021 |
60.65%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart