Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INGN (Inogen, Inc.) | -4.61% | 1.75% | -13.81% | -36.64% | -18.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/14/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INGN (Inogen, Inc.) | 02/14/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.23 | 1.75 | -13.81 | -36.64 | -18.46 | NA | NA | … | … | -4.61 | -25.85 | 56.28 | -72.15 | -42.03 | -23.90 | -34.61 | -44.97 | 4.27 | 77.28 | 67.55 | 27.80 | 107.06 |
| Sharpe Ratio | NA | -0.07 | -0.30 | -0.62 | -0.34 | NA | NA | … | … | -0.23 | -0.56 | 0.60 | -1.13 | -0.90 | -0.45 | -0.48 | -0.72 | 0.06 | 2.60 | 1.64 | 0.62 | 2.88 |
| Standard Deviation(%) | NA | 45.08 | 65.37 | 62.40 | 58.02 | NA | NA | … | … | 47.38 | 52.05 | 83.37 | 67.59 | 48.32 | 52.80 | 72.75 | 64.48 | 48.86 | 29.63 | 40.95 | 44.59 | 44.96 |
| Draw Down(%) | NA | 37.54 | 64.17 | 94.88 | 98.51 | NA | NA | … | … | 23.63 | 54.11 | 38.03 | 83.81 | 45.75 | 63.94 | 60.47 | 72.53 | 60.12 | 10.61 | 26.47 | 36.19 | 32.00 |
| 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 |
Data as of 06/05/2026, Common starting date is 02/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INGN (Inogen, Inc.) |
-52.97%
Apr 2021 – Apr 2024 |
-53.65%
Sep 2018 – Sep 2023 |
-18.09%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INGN (Inogen, Inc.) |
80.44%
Apr 2014 – Apr 2017 |
43.98%
Apr 2014 – Apr 2019 |
-5.07%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart