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RGEN vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RGEN vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Repligen Corporation (RGEN) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RGEN achieves a -25.71% return, which is significantly lower than SGOV's 1.51% return.


RGEN

1D
0.50%
1M
2.98%
YTD
-25.71%
6M
-26.90%
1Y
-2.15%
3Y*
-10.05%
5Y*
-7.30%
10Y*
17.24%

SGOV

1D
0.01%
1M
0.29%
YTD
1.51%
6M
1.80%
1Y
3.95%
3Y*
4.72%
5Y*
3.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RGEN vs. SGOV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
RGEN
Repligen Corporation
-25.71%13.84%-19.94%6.20%-36.07%38.20%48.31%
SGOV
iShares 0-3 Month Treasury Bond ETF
1.51%4.24%5.27%5.12%1.58%0.04%0.05%

Correlation

The correlation between RGEN and SGOV is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

-0.00

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since May 29, 2020

-0.06

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Return for Risk

RGEN vs. SGOV — Risk / Return Rank

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

RGEN
RGEN Risk / Return Rank: 3737
Overall Rank
RGEN Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
RGEN Sortino Ratio Rank: 3636
Sortino Ratio Rank
RGEN Omega Ratio Rank: 3535
Omega Ratio Rank
RGEN Calmar Ratio Rank: 3838
Calmar Ratio Rank
RGEN Martin Ratio Rank: 3838
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
Martin Ratio Rank
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.

RGEN vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Repligen Corporation (RGEN) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


RGENSGOVDifference
Sharpe ratioReturn per unit of total volatility

-20.33

Sortino ratioReturn per unit of downside risk

-275.43

Omega ratioGain probability vs. loss probability

1.03

195.55

-194.52

Calmar ratioReturn relative to maximum drawdown

-0.05

398.20

-398.25

Martin ratioReturn relative to average drawdown

-0.12

4,462.00

-4,462.12

RGEN vs. SGOV - Sharpe Ratio Comparison

The current RGEN Sharpe Ratio is -0.05, which is lower than the SGOV Sharpe Ratio of 20.28. The chart below compares the historical Sharpe Ratios of RGEN and SGOV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RGENSGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.05

20.28

-20.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

14.73

-14.88

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.09

12.48

-12.40

Drawdowns

RGEN vs. SGOV - Drawdown Comparison

The maximum RGEN drawdown since its inception was -98.28%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for RGEN and SGOV.


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Drawdown Indicators


RGENSGOVDifference

Max Drawdown

Largest peak-to-trough decline

-98.28%

-0.03%

-98.25%

Max Drawdown (1Y)

Largest decline over 1 year

-40.28%

-0.01%

-40.27%

Max Drawdown (3Y)

Largest decline over 3 years

-50.64%

-0.01%

-50.63%

Max Drawdown (5Y)

Largest decline over 5 years

-68.27%

-0.03%

-68.24%

Max Drawdown (10Y)

Largest decline over 10 years

-68.27%

Current Drawdown

Current decline from peak

-62.45%

0.00%

-62.45%

Average Drawdown

Average peak-to-trough decline

-63.36%

-0.00%

-63.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.10%

0.00%

+18.10%

Volatility

RGEN vs. SGOV - Volatility Comparison

Repligen Corporation (RGEN) has a higher volatility of 15.82% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that RGEN's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RGENSGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.82%

0.05%

+15.77%

Volatility (6M)

Calculated over the trailing 6-month period

30.52%

0.13%

+30.39%

Volatility (1Y)

Calculated over the trailing 1-year period

44.59%

0.20%

+44.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.40%

0.24%

+50.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.81%

0.24%

+45.57%

Dividends

RGEN vs. SGOV - Dividend Comparison

RGEN has not paid dividends to shareholders, while SGOV's dividend yield for the trailing twelve months is around 3.86%.


PositionTTM202520242023202220212020
RGEN
Repligen Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.86%4.10%5.10%4.87%1.45%0.03%0.05%

Frequently Asked Questions


RGEN and SGOV have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RGEN has higher volatility (15.82%) compared to SGOV (0.05%). In terms of maximum drawdown, RGEN dropped -98.28% vs SGOV's -0.03%.

SGOV currently has the higher Sharpe Ratio (20.28 vs -0.05), 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.

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