Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IONS (Ionis Pharmaceuticals, Inc.) | -5.03% | 113.98% | 21.14% | 16.81% | 11.95% | 15.42% | 12.43% | … | … |
Data as of 06/04/2026, Common starting date is 05/17/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IONS (Ionis Pharmaceuticals, Inc.) | 05/17/1991 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.84 | 113.98 | 21.14 | 16.81 | 11.95 | 15.42 | 12.43 | … | … | -5.03 | 128.63 | -29.02 | 33.94 | 24.12 | -46.18 | -6.41 | 11.75 | 7.48 | 5.16 | -22.77 | 0.31 | 54.97 | 281.61 | 44.80 | -28.75 | -8.91 | -21.65 | -9.97 | 41.64 | 112.21 | -11.19 | -9.23 | -1.37 | -70.30 | 108.85 | 70.00 | -51.69 | 5.08 | -31.60 | 37.14 | 228.12 | -40.74 | -30.77 | -29.09 | 37.50 |
| Sharpe Ratio | NA | 2.92 | 0.50 | 0.31 | 0.25 | NA | NA | … | … | -0.35 | 2.60 | -0.97 | 0.84 | 0.50 | -0.95 | -0.15 | -0.30 | -0.29 | -0.29 | -0.65 | -0.35 | 0.59 | 4.45 | 0.50 | -1.13 | -0.63 | -0.85 | -0.41 | 0.43 | 1.62 | -0.63 | -0.48 | -0.30 | -1.14 | 1.12 | 0.01 | -0.22 | 0.55 | -1.80 | 0.55 | 2.35 | -0.58 | -0.57 | -0.40 | 0.89 |
| Standard Deviation(%) | NA | 43.09 | 40.42 | 41.61 | 45.99 | NA | NA | … | … | 29.44 | 49.59 | 36.79 | 35.83 | 45.82 | 48.65 | 43.46 | 38.13 | 48.89 | 49.35 | 87.81 | 52.07 | 62.30 | 59.13 | 53.03 | 41.79 | 43.33 | 47.38 | 71.49 | 45.40 | 55.68 | 51.46 | 60.47 | 69.50 | 78.68 | 80.46 | 107.79 | 123.14 | 69.84 | 43.38 | 71.17 | 70.74 | 67.33 | 53.88 | 71.51 | 74.58 |
| Draw Down(%) | NA | 19.45 | 52.36 | 52.36 | 70.39 | NA | NA | … | … | 19.45 | 27.05 | 37.01 | 18.50 | 26.26 | 59.85 | 34.38 | 37.49 | 26.38 | 30.69 | 66.70 | 50.65 | 61.05 | 28.35 | 50.23 | 37.49 | 33.84 | 46.84 | 45.65 | 32.34 | 36.19 | 52.54 | 55.05 | 61.59 | 72.10 | 38.65 | 74.86 | 68.80 | 54.98 | 40.65 | 46.03 | 35.83 | 59.70 | 50.00 | 68.18 | 48.24 |
| 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 | 1.87 | 4.93 | 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 05/17/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IONS (Ionis Pharmaceuticals, Inc.) |
-42.14%
Oct 1991 – Oct 1994 |
-23.94%
Mar 1998 – Mar 2003 |
-10.63%
Dec 2001 – Dec 2011 |
-5.41%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IONS (Ionis Pharmaceuticals, Inc.) |
104.59%
Dec 2011 – Dec 2014 |
50.63%
Feb 2010 – Feb 2015 |
34.63%
Apr 2005 – Apr 2015 |
21.75%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison Chart