Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACB (Pacific Biosciences of California, Inc.) | -12.83% | 58.25% | -50.67% | -42.58% | -15.96% | -12.20% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACB (Pacific Biosciences of California, Inc.) | 10/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.88 | 58.25 | -50.67 | -42.58 | -15.96 | -12.20 | NA | … | … | -12.83 | -3.28 | -81.04 | 19.93 | -60.02 | -21.13 | 404.67 | -30.54 | 180.30 | -30.53 | -71.06 | 67.47 | 49.90 | 207.65 | -39.29 | -82.40 | -3.22 |
| Sharpe Ratio | NA | 0.46 | -0.54 | -0.49 | -0.21 | NA | NA | … | … | -0.55 | -0.07 | -0.70 | 0.23 | -0.58 | -0.26 | 4.86 | -1.75 | 2.09 | -0.78 | -1.17 | 0.65 | 0.48 | 2.13 | -0.84 | -1.06 | -0.57 |
| Standard Deviation(%) | NA | 88.18 | 99.81 | 95.67 | 85.09 | NA | NA | … | … | 82.52 | 93.87 | 126.03 | 67.79 | 105.96 | 81.33 | 82.49 | 30.68 | 76.00 | 63.93 | 89.62 | 75.79 | 65.35 | 88.76 | 69.14 | 94.87 | 76.76 |
| Draw Down(%) | NA | 58.05 | 93.52 | 97.47 | 98.22 | NA | NA | … | … | 58.05 | 56.67 | 87.77 | 57.51 | 81.20 | 62.35 | 55.13 | 37.92 | 36.53 | 53.50 | 71.19 | 56.06 | 46.85 | 40.97 | 78.17 | 86.01 | 32.06 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACB (Pacific Biosciences of California, Inc.) |
-66.04%
Jun 2021 – Jun 2024 |
-47.57%
Mar 2021 – Mar 2026 |
-17.71%
Dec 2015 – Dec 2025 |
-14.59%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACB (Pacific Biosciences of California, Inc.) |
153.28%
Mar 2018 – Mar 2021 |
41.38%
Mar 2018 – Mar 2023 |
23.33%
Nov 2011 – Nov 2021 |
-10.67%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart