PGEN vs. VTTVX

Last updated Jun 9, 2026

PGEN (Precigen, Inc.) is a stock, while VTTVX (Vanguard Target Retirement 2025 Fund) is Diversified Portfolio fund managed by Vanguard. Over the past 10 years, PGEN returned -17.62%/yr vs 7.70%/yr for VTTVX. At a 0.37 correlation, their price movements are largely independent.

Performance

PGEN vs. VTTVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Precigen, Inc. (PGEN) and Vanguard Target Retirement 2025 Fund (VTTVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PGEN achieves a -14.59% return, which is significantly lower than VTTVX's 4.76% return. Over the past 10 years, PGEN has underperformed VTTVX with an annualized return of -17.62%, while VTTVX has yielded a comparatively higher 7.70% annualized return.

PGEN

• 1D: -0.28%
• 1M: -15.20%
• YTD: -14.59%
• 6M: -3.25%
• 1Y: 138.00%
• 3Y*: 44.63%
• 5Y*: -13.02%
• 10Y*: -17.62%

VTTVX

• 1D: -1.65%
• 1M: -0.62%
• YTD: 4.76%
• 6M: 5.37%
• 1Y: 14.39%
• 3Y*: 12.09%
• 5Y*: 5.60%
• 10Y*: 7.70%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PGEN vs. VTTVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PGEN Precigen, Inc.	-14.59%	273.21%	-16.42%	-11.84%	-59.03%	-63.63%	86.13%	-16.21%	-43.23%	-51.70%
VTTVX Vanguard Target Retirement 2025 Fund	4.76%	14.63%	9.23%	14.76%	-15.57%	9.78%	13.31%	19.63%	-5.14%	13.68%

Correlation

The correlation between PGEN and VTTVX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.26
Correlation (3Y) Calculated over the trailing 3-year period	0.38
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Aug 8, 2013	0.37

The correlation between PGEN and VTTVX shifts across timeframes, from 0.26 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

PGEN vs. VTTVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PGEN

PGEN Risk / Return Rank: 83
PGEN Sharpe Ratio Rank: 80
PGEN Sortino Ratio Rank: 85
PGEN Omega Ratio Rank: 81
PGEN Calmar Ratio Rank: 86
PGEN Martin Ratio Rank: 83

VTTVX

VTTVX Risk / Return Rank: 54
VTTVX Sharpe Ratio Rank: 54
VTTVX Sortino Ratio Rank: 52
VTTVX Omega Ratio Rank: 56
VTTVX Calmar Ratio Rank: 51
VTTVX Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PGEN vs. VTTVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Precigen, Inc. (PGEN) and Vanguard Target Retirement 2025 Fund (VTTVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	PGEN	VTTVX	Difference
Sharpe ratio: Return per unit of total volatility	1.34	2.08	-0.74
Sortino ratio: Return per unit of downside risk	2.64	2.93	-0.29
Omega ratio: Gain probability vs. loss probability	1.30	1.39	-0.09
Calmar ratio: Return relative to maximum drawdown	3.43	2.64	+0.79
Martin ratio: Return relative to average drawdown	7.15	11.48	-4.32
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PGEN vs. VTTVX - Sharpe Ratio Comparison

The current PGEN Sharpe Ratio is 1.34, which is lower than the VTTVX Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of PGEN and VTTVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PGEN	VTTVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.34	2.08	-0.74
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.15	0.62	-0.77
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.19	0.78	-0.97
Sharpe Ratio (All Time) Calculated using the full available price history	-0.15	0.56	-0.71

Drawdowns

PGEN vs. VTTVX - Drawdown Comparison

The maximum PGEN drawdown since its inception was -99.00%, which is greater than VTTVX's maximum drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for PGEN and VTTVX.

Drawdown Indicators

	PGEN	VTTVX	Difference
Max Drawdown Largest peak-to-trough decline	-99.00%	-46.03%	-52.97%
Max Drawdown (1Y) Largest decline over 1 year	-40.50%	-5.57%	-34.93%
Max Drawdown (3Y) Largest decline over 3 years	-64.17%	-7.84%	-56.33%
Max Drawdown (5Y) Largest decline over 5 years	-90.81%	-21.52%	-69.29%
Max Drawdown (10Y) Largest decline over 10 years	-97.90%	-22.51%	-75.39%
Current Drawdown Current decline from peak	-94.71%	-1.92%	-92.79%
Average Drawdown Average peak-to-trough decline	-76.50%	-5.05%	-71.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.37%	1.28%	+18.09%

Volatility

PGEN vs. VTTVX - Volatility Comparison

Precigen, Inc. (PGEN) has a higher volatility of 19.70% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 2.63%. This indicates that PGEN's price experiences larger fluctuations and is considered to be riskier than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PGEN	VTTVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	19.70%	2.63%	+17.07%
Volatility (6M) Calculated over the trailing 6-month period	55.76%	5.79%	+49.97%
Volatility (1Y) Calculated over the trailing 1-year period	103.87%	7.06%	+96.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	87.99%	9.11%	+78.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	91.34%	9.95%	+81.39%

Dividends

PGEN vs. VTTVX - Dividend Comparison

PGEN has not paid dividends to shareholders, while VTTVX's dividend yield for the trailing twelve months is around 7.05%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PGEN Precigen, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	2.09%	0.00%	5.66%
VTTVX Vanguard Target Retirement 2025 Fund	7.05%	7.38%	7.63%	3.96%	2.96%	16.28%	4.35%	2.57%	3.14%	0.47%	2.68%	4.98%

Frequently Asked Questions

Can I hold both PGEN and VTTVX in my portfolio?

PGEN and VTTVX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PGEN or VTTVX?

PGEN has higher volatility (19.70%) compared to VTTVX (2.63%). In terms of maximum drawdown, PGEN dropped -99.00% vs VTTVX's -46.03%.

Which has better risk-adjusted returns?

VTTVX currently has the higher Sharpe Ratio (2.08 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.