Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HALO (Halozyme Therapeutics, Inc.) | 6.39% | 32.96% | 29.38% | 12.65% | 22.38% | 17.86% | 18.36% | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HALO (Halozyme Therapeutics, Inc.) | 03/16/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.02 | 32.96 | 29.38 | 12.65 | 22.38 | 17.86 | 18.36 | … | … | 6.39 | 44.05 | 30.22 | -35.04 | 41.51 | -5.85 | 140.89 | 21.19 | -27.79 | 105.06 | -42.99 | 79.59 | -35.62 | 123.40 | -29.44 | 20.08 | 34.92 | 4.82 | -21.24 | -11.68 | 342.31 | -17.27 | -48.24 |
| Sharpe Ratio | NA | 0.63 | 0.56 | 0.19 | 0.45 | NA | NA | … | … | -0.15 | 0.96 | 0.58 | -0.94 | 1.10 | -0.15 | 2.86 | -0.06 | -1.18 | 1.77 | -1.13 | 1.04 | -0.90 | 1.43 | -0.50 | 0.03 | 0.33 | -0.22 | -0.48 | -0.65 | 4.30 | -0.68 | -0.89 |
| Standard Deviation(%) | NA | 29.90 | 40.52 | 39.84 | 42.90 | NA | NA | … | … | 34.92 | 43.59 | 41.17 | 42.27 | 36.81 | 38.42 | 48.83 | 32.46 | 41.92 | 48.65 | 68.26 | 58.89 | 59.92 | 73.21 | 96.90 | 47.84 | 49.84 | 63.30 | 84.57 | 52.12 | 74.98 | 56.14 | 83.58 |
| Draw Down(%) | NA | 24.13 | 33.92 | 49.06 | 49.06 | NA | NA | … | … | 24.13 | 31.69 | 33.92 | 46.78 | 25.59 | 38.15 | 36.33 | 16.10 | 37.12 | 23.53 | 58.63 | 47.76 | 59.65 | 38.80 | 67.79 | 29.31 | 29.93 | 34.82 | 66.38 | 43.31 | 37.71 | 27.27 | 69.11 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALO (Halozyme Therapeutics, Inc.) |
-12.97%
Dec 2013 – Dec 2016 |
-10.44%
Oct 2007 – Oct 2012 |
1.46%
May 2007 – May 2017 |
8.87%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HALO (Halozyme Therapeutics, Inc.) |
67.65%
Jul 2005 – Jul 2008 |
40.96%
Feb 2016 – Feb 2021 |
29.95%
Jul 2005 – Jul 2015 |
24.08%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison Chart