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
LGNZZ (Ligand Pharmaceuticals Inc Tr Beta Contingent Value Rt) NA -28.21% 20.51% 1.49% 9.21% -5.16% -13.67%
Data as of 05/29/2025, Common starting date is 06/17/2004
More Performance Analytics Comparison
Name Start Date End Date
LGNZZ (Ligand Pharmaceuticals Inc Tr Beta Contingent Value Rt) 06/17/2004 05/29/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 -28.21 20.51 1.49 9.21 -5.16 -13.67 5.66 1.92 -13.33 6.38 -17.06 976.92 -8.64 -59.34 169.23 28.71 68.33 -58.04 -95.39 -19.48 20.31 -89.30 -60.24 -6.00 10.34 11.54
Sharpe Ratio NA 0.03 0.05 -0.02 0.04 NA NA 0.12 -0.03 -0.08 0.01 -0.03 5.26 -0.07 -0.39 0.80 0.12 0.30 -0.33 -0.07 -0.66 0.10 -0.78 -0.69 -0.18 0.09 0.34
Standard Deviation(%) NA 163.09 250.14 246.61 174.47 NA NA 96.85 168.88 217.46 409.66 228.40 185.44 141.55 154.35 210.45 242.75 225.05 178.78 1,086.80 145.45 193.76 115.51 92.49 53.06 94.19 62.28
Draw Down(%) NA 38.78 67.31 67.31 91.38 NA NA 14.29 34.95 46.60 58.78 35.29 42.86 66.67 71.43 55.00 66.67 79.80 73.33 95.39 34.74 70.12 89.93 70.68 44.09 70.00 21.58
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
Data as of 05/29/2025, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGNZZ (Ligand Pharmaceuticals Inc Tr Beta Contingent Value Rt) -89.07%
Feb 2009 – Feb 2012
-77.54%
Mar 2008 – Mar 2013
-49.05%
Apr 2008 – Apr 2018
-24.34%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGNZZ (Ligand Pharmaceuticals Inc Tr Beta Contingent Value Rt) 210.72%
Dec 2019 – Dec 2022
92.60%
Dec 2019 – Dec 2024
31.95%
Sep 2014 – Sep 2024
-17.33%
Sep 2009 – Sep 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return