Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCVX (Vaxcyte, Inc.) | 5.68% | 44.09% | -1.43% | 17.37% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCVX (Vaxcyte, Inc.) | 06/15/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.50 | 44.09 | -1.43 | 17.37 | NA | NA | NA | … | … | 5.68 | -42.62 | 28.93 | 30.97 | 101.56 | -10.46 | -6.84 |
| Sharpe Ratio | NA | 1.16 | -0.03 | 0.27 | NA | NA | NA | … | … | 0.61 | -0.54 | 0.46 | 0.64 | 1.32 | -0.16 | -0.15 |
| Standard Deviation(%) | NA | 46.52 | 61.26 | 63.26 | NA | NA | NA | … | … | 45.55 | 85.55 | 49.18 | 41.98 | 76.10 | 65.66 | 80.52 |
| Draw Down(%) | NA | 25.17 | 76.22 | 76.22 | NA | NA | NA | … | … | 25.17 | 69.56 | 31.34 | 27.72 | 33.56 | 43.59 | 52.04 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVX (Vaxcyte, Inc.) |
-1.27%
Dec 2022 – Dec 2025 |
-7.42%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVX (Vaxcyte, Inc.) |
66.77%
Jan 2022 – Jan 2025 |
25.25%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart