Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGEN (Precigen, Inc.) | 8.37% | 202.00% | 52.79% | -9.18% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGEN (Precigen, Inc.) | 08/02/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 17.36 | 202.00 | 52.79 | -9.18 | NA | NA | NA | … | … | 8.37 | 271.43 | -45.52 | -11.84 | -59.03 | -63.63 | 86.13 | -26.34 |
| Sharpe Ratio | NA | 1.73 | 0.41 | -0.17 | NA | NA | NA | … | … | -0.40 | 2.79 | -0.78 | -0.17 | -0.68 | -0.98 | 0.59 | -1.21 |
| Standard Deviation(%) | NA | 96.38 | 87.09 | 85.58 | NA | NA | NA | … | … | 82.06 | 99.20 | 67.22 | 93.79 | 89.24 | 64.81 | 144.40 | 66.49 |
| Draw Down(%) | NA | 40.50 | 64.36 | 90.86 | NA | NA | NA | … | … | 40.50 | 42.36 | 64.36 | 59.82 | 71.11 | 67.76 | 79.69 | 34.25 |
| 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 |
Data as of 06/11/2026, Common starting date is 08/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEN (Precigen, Inc.) |
-49.16%
Dec 2020 – Dec 2023 |
-31.08%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGEN (Precigen, Inc.) |
53.98%
Mar 2023 – Mar 2026 |
-0.71%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart