Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNCR (Xencor, Inc.) | -23.12% | 29.06% | -24.14% | -20.73% | -2.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNCR (Xencor, Inc.) | 12/04/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 29.06 | -24.14 | -20.73 | -2.36 | NA | NA | … | … | -23.12 | -33.77 | 14.41 | -18.47 | -35.09 | -8.04 | 26.87 | -2.21 | 64.96 | -16.72 | 80.03 | -8.85 | 75.49 | 16.43 |
| Sharpe Ratio | NA | 0.79 | -0.47 | -0.44 | -0.06 | NA | NA | … | … | -0.78 | -0.52 | 0.15 | -0.62 | -0.76 | -0.20 | 0.39 | -0.07 | 1.30 | -0.41 | 1.28 | -0.16 | 1.34 | 12.11 |
| Standard Deviation(%) | NA | 64.19 | 58.65 | 52.92 | 53.82 | NA | NA | … | … | 62.69 | 71.40 | 54.59 | 37.19 | 47.99 | 40.80 | 67.72 | 52.30 | 49.09 | 42.57 | 61.80 | 57.17 | 56.17 | 61.22 |
| Draw Down(%) | NA | 42.61 | 74.72 | 83.89 | 87.01 | NA | NA | … | … | 32.01 | 70.99 | 40.80 | 55.26 | 52.58 | 43.11 | 45.25 | 29.22 | 32.03 | 27.62 | 30.51 | 55.78 | 42.52 | 7.06 |
| 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 |
Data as of 06/05/2026, Common starting date is 12/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNCR (Xencor, Inc.) |
-34.02%
Jun 2022 – Jun 2025 |
-25.64%
Aug 2020 – Aug 2025 |
-9.77%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNCR (Xencor, Inc.) |
49.43%
Jan 2016 – Jan 2019 |
35.44%
Jul 2014 – Jul 2019 |
10.44%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart