Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGS (GeneDx Holdings Corp.) | -56.69% | -22.22% | 107.45% | -32.85% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGS (GeneDx Holdings Corp.) | 11/04/2020 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.02 | -22.22 | 107.45 | -32.85 | NA | NA | NA | … | … | -56.69 | 74.07 | 2,738.18 | -68.41 | -94.09 | -59.60 | 12.65 |
| Sharpe Ratio | NA | -0.28 | 0.86 | -0.33 | NA | NA | NA | … | … | -0.71 | 0.73 | 24.22 | -0.61 | -0.85 | -0.76 | 3.87 |
| Standard Deviation(%) | NA | 95.94 | 112.02 | 110.04 | NA | NA | NA | … | … | 128.48 | 100.06 | 115.95 | 119.75 | 111.81 | 78.81 | 29.91 |
| Draw Down(%) | NA | 79.40 | 84.28 | 99.73 | NA | NA | NA | … | … | 74.90 | 51.82 | 33.04 | 92.77 | 95.20 | 82.95 | 4.75 |
| 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 |
Data as of 06/09/2026, Common starting date is 11/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGS (GeneDx Holdings Corp.) |
-80.38%
Dec 2020 – Dec 2023 |
-34.48%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGS (GeneDx Holdings Corp.) |
146.29%
Dec 2022 – Dec 2025 |
-18.62%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart