Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XON (Precigen Inc) NA -39.07% -45.12% -41.18% NA NA NA
Data as of 03/30/2020, Common starting date is 08/09/2013
More Performance Analytics Comparison
Name Start Date End Date
XON (Precigen Inc) 08/09/2013 03/30/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 42.98 -39.07 -45.12 -41.18 NA NA NA -40.51 -16.21 -43.23 -52.59 -19.40 9.52 15.67 -18.18
Sharpe Ratio NA -0.38 -0.53 -0.52 NA NA NA -0.51 -0.21 -0.58 -0.93 -0.27 0.12 0.24 -0.69
Standard Deviation(%) NA 103.31 87.31 80.61 NA NA NA 175.28 84.96 76.14 57.21 72.14 79.55 64.36 57.88
Draw Down(%) NA 83.02 94.31 97.88 NA NA NA 79.69 53.45 67.09 57.25 40.67 57.23 58.45 40.57
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 03/30/2020, Common starting date is 08/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XON (Precigen Inc) -46.26%
Mar 2016 – Mar 2019
-37.91%
Feb 2015 – Feb 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XON (Precigen Inc) 8.43%
Nov 2013 – Nov 2016
-4.25%
Sep 2013 – Sep 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return