Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXG (10x Genomics, Inc.) | 105.40% | 258.67% | -15.22% | -28.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXG (10x Genomics, Inc.) | 09/12/2019 | 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 (%) | 19.69 | 258.67 | -15.22 | -28.57 | NA | NA | NA | … | … | 105.40 | 14.83 | -73.93 | 53.57 | -75.54 | 5.20 | 85.70 | 44.55 | -1.84 | -42.62 | 65.00 | 2.44 | 30.85 | -57.27 | -2.22 | 34.73 | 49.11 | 918.18 | -71.05 | -35.59 | 972.73 | -81.67 | -60.53 | 137.50 | 60.00 | 233.33 | -40.00 | 0.00 | -75.00 | -79.17 | -4.00 |
| Sharpe Ratio | NA | 3.03 | -0.34 | -0.49 | 0.02 | NA | NA | … | … | 4.17 | 0.17 | -1.20 | 1.00 | -0.87 | 0.09 | 1.64 | 2.85 | -0.14 | -1.20 | 0.46 | -0.24 | 0.17 | -1.07 | -0.88 | 0.22 | 0.20 | 5.83 | -0.07 | -0.15 | 0.98 | -0.07 | -0.06 | 0.08 | 0.03 | 0.15 | -0.04 | 0.00 | -0.05 | -0.07 | -0.01 |
| Standard Deviation(%) | NA | 66.13 | 65.33 | 68.14 | 87.94 | NA | NA | … | … | 67.79 | 71.19 | 67.13 | 50.05 | 88.61 | 60.18 | 51.84 | 77.40 | 95.78 | 51.51 | 67.10 | 66.27 | 72.49 | 71.17 | 23.81 | 73.74 | 149.76 | 154.37 | 1,214.06 | 395.17 | 975.85 | 1,397.39 | 1,448.72 | 1,414.25 | 1,543.16 | 1,478.05 | 1,485.78 | 1,334.03 | 1,425.15 | 1,235.71 | 903.93 |
| Draw Down(%) | NA | 28.03 | 88.66 | 96.45 | 70.57 | NA | NA | … | … | 28.03 | 56.22 | 76.45 | 45.51 | 83.62 | 33.68 | 51.63 | 25.69 | 17.01 | 65.42 | 50.09 | 46.88 | 40.68 | 60.00 | 16.00 | 53.39 | 50.98 | 35.71 | 98.02 | 93.26 | 84.72 | 91.38 | 94.02 | 86.11 | 95.00 | 90.00 | 92.86 | 91.67 | 94.79 | 97.10 | 82.50 |
| 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 | 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 09/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXG (10x Genomics, Inc.) |
-54.15%
Dec 2021 – Dec 2024 |
-37.71%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXG (10x Genomics, Inc.) |
-3.62%
Mar 2020 – Mar 2023 |
-22.68%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart