Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XGN (Exagen Inc) | -30.10% | -45.02% | 9.35% | -23.68% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XGN (Exagen Inc) | 09/19/2019 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | -45.02 | 9.35 | -23.68 | NA | NA | NA | … | … | -30.10 | 49.51 | 136.68 | -17.08 | -79.36 | -11.89 | -48.03 | 48.45 |
| Sharpe Ratio | NA | -0.53 | 0.12 | -0.29 | NA | NA | NA | … | … | -0.54 | 0.58 | 1.61 | -0.33 | -0.85 | -0.17 | -0.42 | 3.70 |
| Standard Deviation(%) | NA | 67.56 | 80.86 | 80.76 | NA | NA | NA | … | … | 87.02 | 82.36 | 81.77 | 64.52 | 94.93 | 68.39 | 113.76 | 77.37 |
| Draw Down(%) | NA | 77.84 | 77.84 | 91.98 | NA | NA | NA | … | … | 58.20 | 48.75 | 40.87 | 58.33 | 81.94 | 59.23 | 59.31 | 27.94 |
| 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 06/17/2026, Common starting date is 09/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGN (Exagen Inc) |
-56.48%
Apr 2021 – Apr 2024 |
-30.57%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGN (Exagen Inc) |
68.26%
Oct 2022 – Oct 2025 |
0.28%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart