Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGNX (REGENXBIO Inc.) | -57.78% | -27.27% | -31.86% | -30.46% | -7.41% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGNX (REGENXBIO Inc.) | 09/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.27 | -27.27 | -31.86 | -30.46 | -7.41 | NA | NA | … | … | -57.78 | 83.18 | -58.72 | -20.86 | -30.64 | -27.91 | 10.72 | -3.36 | 26.17 | 79.25 | 11.75 | -45.93 |
| Sharpe Ratio | NA | -0.27 | -0.39 | -0.41 | -0.11 | NA | NA | … | … | -0.76 | 0.99 | -0.91 | -0.48 | -0.51 | -0.46 | 0.14 | -0.08 | 0.33 | 1.38 | 0.18 | -0.94 |
| Standard Deviation(%) | NA | 92.32 | 78.41 | 72.64 | 69.27 | NA | NA | … | … | 111.82 | 82.62 | 71.80 | 52.68 | 62.77 | 60.56 | 73.72 | 60.32 | 75.73 | 57.43 | 65.46 | 94.50 |
| Draw Down(%) | NA | 64.64 | 78.42 | 88.38 | 93.54 | NA | NA | … | … | 64.64 | 38.97 | 70.01 | 47.49 | 44.78 | 41.76 | 60.33 | 49.02 | 52.39 | 30.71 | 56.94 | 53.91 |
| 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 |
Data as of 06/05/2026, Common starting date is 09/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNX (REGENXBIO Inc.) |
-40.05%
Mar 2022 – Mar 2025 |
-30.32%
Feb 2020 – Feb 2025 |
-5.66%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGNX (REGENXBIO Inc.) |
85.87%
Jun 2016 – Jun 2019 |
37.17%
Jun 2016 – Jun 2021 |
-1.41%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart