Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILMN (Illumina, Inc.) | 28.13% | 102.09% | -6.38% | -16.20% | 1.59% | 6.01% | 13.75% | … | … |
Data as of 06/04/2026, Common starting date is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILMN (Illumina, Inc.) | 07/28/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.90 | 102.09 | -6.38 | -16.20 | 1.59 | 6.01 | 13.75 | … | … | 28.13 | 0.99 | -1.34 | -31.14 | -46.85 | 2.82 | 11.53 | 10.61 | 37.27 | 70.64 | -33.30 | 3.99 | 66.90 | 98.94 | 82.38 | -51.88 | 106.45 | 17.77 | -12.08 | 50.71 | 178.87 | 48.73 | 34.66 | 108.28 | -71.26 | -26.77 | -59.01 |
| Sharpe Ratio | NA | 1.99 | -0.19 | -0.41 | 0.00 | NA | NA | … | … | 1.54 | -0.04 | -0.21 | -0.76 | -0.87 | 0.08 | 0.24 | 0.27 | 0.99 | 2.38 | -0.64 | 0.11 | 1.71 | 3.10 | 1.72 | -0.89 | 3.28 | 0.33 | -0.22 | 1.22 | 2.93 | 0.89 | 0.56 | 1.16 | -0.79 | -0.28 | -0.78 |
| Standard Deviation(%) | NA | 45.52 | 43.10 | 45.24 | 42.15 | NA | NA | … | … | 43.81 | 48.41 | 37.69 | 47.09 | 55.40 | 33.61 | 46.48 | 34.10 | 36.62 | 29.51 | 52.28 | 36.94 | 39.18 | 31.93 | 48.50 | 58.39 | 32.42 | 53.25 | 59.40 | 39.35 | 60.40 | 52.31 | 60.64 | 92.95 | 91.86 | 104.46 | 118.41 |
| Draw Down(%) | NA | 25.66 | 65.68 | 86.23 | 86.23 | NA | NA | … | … | 25.66 | 51.26 | 31.35 | 60.12 | 58.18 | 33.83 | 37.65 | 29.45 | 25.77 | 10.51 | 36.43 | 41.60 | 27.01 | 13.01 | 29.61 | 66.67 | 12.42 | 39.41 | 57.85 | 30.56 | 24.10 | 39.32 | 55.88 | 54.55 | 76.34 | 72.98 | 65.68 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILMN (Illumina, Inc.) |
-56.83%
Aug 2000 – Aug 2003 |
-25.28%
May 2020 – May 2025 |
-8.52%
May 2015 – May 2025 |
4.03%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILMN (Illumina, Inc.) |
151.83%
Apr 2003 – Apr 2006 |
108.44%
Apr 2003 – Apr 2008 |
51.89%
Apr 2003 – Apr 2013 |
44.24%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart