Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXEL (Exelixis, Inc.) | 20.24% | 24.38% | 39.34% | 19.03% | 21.81% | 12.77% | 8.45% | … | … |
Data as of 06/05/2026, Common starting date is 04/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXEL (Exelixis, Inc.) | 04/17/2000 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.40 | 24.38 | 39.34 | 19.03 | 21.81 | 12.77 | 8.45 | … | … | 20.24 | 38.86 | 40.93 | 49.56 | -12.25 | -8.92 | 13.90 | -10.42 | -35.30 | 103.89 | 164.36 | 291.67 | -76.51 | 34.14 | -3.59 | -42.27 | 11.40 | 46.81 | -41.83 | -4.11 | -4.46 | -0.84 | 34.75 | -11.88 | -51.87 | 13.64 | -0.85 |
| Sharpe Ratio | NA | 0.39 | 0.97 | 0.40 | 0.48 | NA | NA | … | … | 1.07 | 0.81 | 1.13 | 1.68 | -0.36 | -0.20 | 0.25 | -0.30 | -0.68 | 2.09 | 2.55 | 3.86 | -0.70 | 0.97 | -0.07 | -0.49 | 0.16 | 0.78 | -0.48 | -0.15 | -0.18 | -0.07 | 0.60 | -0.20 | -0.47 | 0.13 | -0.05 |
| Standard Deviation(%) | NA | 40.41 | 36.14 | 37.48 | 44.48 | NA | NA | … | … | 36.31 | 45.16 | 30.61 | 27.18 | 37.97 | 44.55 | 54.80 | 38.99 | 53.82 | 49.61 | 64.25 | 75.48 | 109.10 | 35.18 | 51.22 | 87.04 | 71.42 | 60.15 | 88.92 | 47.84 | 43.81 | 44.02 | 56.21 | 63.32 | 111.87 | 89.96 | 112.90 |
| Draw Down(%) | NA | 25.16 | 25.34 | 36.12 | 57.20 | NA | NA | … | … | 11.80 | 25.34 | 15.92 | 15.35 | 35.41 | 38.03 | 33.67 | 38.81 | 57.20 | 20.90 | 35.46 | 27.64 | 84.34 | 20.10 | 33.85 | 68.27 | 61.60 | 30.67 | 72.54 | 35.62 | 37.54 | 35.68 | 40.12 | 35.38 | 81.83 | 49.61 | 76.52 |
| 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 |
Data as of 06/05/2026, Common starting date is 04/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXEL (Exelixis, Inc.) |
-45.59%
Aug 2000 – Aug 2003 |
-30.12%
Aug 2000 – Aug 2005 |
-23.80%
Aug 2000 – Aug 2010 |
-13.55%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXEL (Exelixis, Inc.) |
176.38%
Dec 2014 – Dec 2017 |
65.02%
Dec 2014 – Dec 2019 |
36.90%
Dec 2014 – Dec 2024 |
18.47%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart