Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGNX (MacroGenics, Inc.) | 142.86% | 169.66% | -7.99% | -30.21% | -17.93% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGNX (MacroGenics, Inc.) | 10/10/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.01 | 169.66 | -7.99 | -30.21 | -17.93 | NA | NA | … | … | 142.86 | -50.46 | -66.42 | 43.37 | -58.19 | -29.79 | 110.11 | -14.33 | -33.16 | -7.05 | -34.00 | -11.69 | 27.85 | 9.76 |
| Sharpe Ratio | NA | 2.17 | -0.08 | -0.33 | -0.18 | NA | NA | … | … | 9.87 | -0.62 | -0.42 | 0.51 | -0.64 | -0.46 | 0.74 | -0.38 | -0.94 | -0.57 | -0.96 | -0.53 | 0.14 | 0.58 |
| Standard Deviation(%) | NA | 89.77 | 120.31 | 107.80 | 99.94 | NA | NA | … | … | 92.96 | 86.71 | 173.11 | 77.19 | 93.84 | 65.46 | 148.44 | 99.94 | 57.96 | 45.96 | 70.55 | 56.70 | 65.23 | 53.74 |
| Draw Down(%) | NA | 34.16 | 95.06 | 96.72 | 97.02 | NA | NA | … | … | 20.41 | 69.63 | 86.03 | 40.58 | 86.69 | 55.35 | 64.66 | 68.96 | 63.80 | 30.94 | 51.08 | 47.82 | 55.78 | 23.38 |
| 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 |
Data as of 06/05/2026, Common starting date is 10/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGNX (MacroGenics, Inc.) |
-49.73%
May 2021 – May 2024 |
-46.62%
Jun 2020 – Jun 2025 |
-29.15%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGNX (MacroGenics, Inc.) |
16.83%
Jun 2017 – Jun 2020 |
11.18%
Mar 2016 – Mar 2021 |
-2.95%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart