Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QGEN (Qiagen N.V.) | -11.99% | -12.99% | -3.74% | -4.64% | 5.78% | 4.85% | 5.35% | … | … |
Data as of 06/04/2026, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QGEN (Qiagen N.V.) | 06/28/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.51 | -12.99 | -3.74 | -4.64 | 5.78 | 4.85 | 5.35 | … | … | -11.99 | 4.68 | 2.34 | -21.90 | -10.27 | 5.17 | 61.20 | -1.89 | 11.38 | 14.65 | 1.34 | 17.86 | -1.47 | 31.18 | 31.43 | -29.36 | -12.45 | 27.16 | -16.58 | 39.13 | 28.77 | 7.31 | -8.44 | 130.44 | -71.88 | -46.35 | 83.28 | 150.62 | 35.01 | 73.30 | 70.25 |
| Sharpe Ratio | NA | -0.53 | -0.30 | -0.34 | 0.15 | NA | NA | … | … | -0.80 | 0.07 | -0.06 | -1.24 | -0.42 | 0.23 | 1.96 | -0.08 | 0.46 | 0.70 | 0.04 | 0.72 | -0.08 | 1.41 | 1.28 | -0.90 | -0.50 | 0.84 | -0.39 | 1.16 | 1.06 | 0.19 | -0.26 | 2.43 | -0.96 | -0.67 | 0.94 | 3.17 | 0.68 | 1.31 | 2.67 |
| Standard Deviation(%) | NA | 31.28 | 26.33 | 25.81 | 27.61 | NA | NA | … | … | 42.20 | 25.30 | 22.00 | 20.82 | 28.09 | 22.50 | 30.97 | 40.39 | 21.86 | 20.05 | 30.96 | 24.87 | 19.54 | 22.05 | 24.70 | 32.74 | 24.89 | 32.10 | 44.39 | 31.06 | 24.12 | 26.11 | 36.42 | 53.43 | 75.75 | 74.09 | 84.15 | 46.45 | 46.20 | 52.98 | 68.07 |
| Draw Down(%) | NA | 41.38 | 41.38 | 43.90 | 43.90 | NA | NA | … | … | 41.38 | 17.90 | 13.51 | 37.20 | 26.41 | 17.44 | 15.80 | 38.61 | 17.11 | 13.26 | 26.98 | 14.68 | 19.38 | 16.48 | 13.01 | 42.58 | 29.02 | 17.61 | 44.81 | 14.90 | 16.80 | 21.86 | 44.01 | 19.61 | 78.33 | 65.00 | 48.58 | 17.37 | 36.92 | 35.17 | 24.40 |
| Yield(%) | 0.00 | 5.82 | 3.90 | 2.07 | 2.60 | 2.01 | 2.10 | … | … | 5.33 | 3.64 | 2.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.71 | 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 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGEN (Qiagen N.V.) |
-48.75%
Feb 2000 – Feb 2003 |
-23.28%
Aug 2000 – Aug 2005 |
-9.34%
Aug 2000 – Aug 2010 |
-3.90%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGEN (Qiagen N.V.) |
138.42%
Feb 1997 – Feb 2000 |
50.09%
Jul 1996 – Jul 2001 |
18.65%
Jan 1997 – Jan 2007 |
14.03%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart