Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FATE (Fate Therapeutics, Inc.) | 110.20% | 47.14% | -27.52% | -53.02% | 1.47% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FATE (Fate Therapeutics, Inc.) | 10/02/2013 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.04 | 47.14 | -27.52 | -53.02 | 1.47 | NA | NA | … | … | 110.20 | -39.39 | -56.95 | -62.93 | -82.76 | -35.65 | 364.64 | 52.53 | 109.98 | 143.43 | -25.52 | -33.00 | -19.90 | -9.64 |
| Sharpe Ratio | NA | 0.48 | -0.33 | -0.57 | 0.01 | NA | NA | … | … | 4.13 | -0.43 | -0.70 | -0.54 | -1.04 | -0.48 | 4.32 | 0.72 | 1.34 | 2.25 | -0.31 | -0.40 | -0.25 | -0.41 |
| Standard Deviation(%) | NA | 91.79 | 93.74 | 97.78 | 87.84 | NA | NA | … | … | 102.04 | 99.14 | 91.01 | 125.80 | 80.91 | 74.93 | 83.75 | 71.02 | 80.80 | 63.81 | 81.72 | 83.51 | 79.07 | 82.14 |
| Draw Down(%) | NA | 41.82 | 91.86 | 99.29 | 99.42 | NA | NA | … | … | 34.57 | 63.64 | 80.72 | 85.16 | 83.64 | 59.25 | 45.80 | 40.49 | 36.46 | 48.51 | 55.79 | 58.76 | 70.85 | 45.76 |
| 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 |
Data as of 06/12/2026, Common starting date is 10/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATE (Fate Therapeutics, Inc.) |
-72.69%
Mar 2022 – Mar 2025 |
-59.59%
Dec 2020 – Dec 2025 |
-16.97%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FATE (Fate Therapeutics, Inc.) |
145.97%
Dec 2017 – Dec 2020 |
119.59%
Jun 2016 – Jun 2021 |
6.38%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart