AG Dillon Q3 2018 Pre-IPO Equity Index
The AG Dillon Q3 2018 Pre-IPO Equity Index is designed to measure the performance of the 15 largest pre-IPO stocks by valuation in developed markets as of the beginning of Q3 2018.
At the index's inception, private companies must be included in Pitchbook, backed by venture capital funds, and raised capital in the last 24 months as of the date of inception to qualify for inclusion in the index. The index is not rebalanced or reconstituted. Companies with negative news are excluded.
Valuation performance is provided as price per share information is not consistently available for all constituents.
Private company valuations are based on material funding rounds led by venture capital firms. Secondary market transactions are not considered.
Q3 2018 Index Constituents
Data as of 30-Sep-22
- Exit ($m)
- Current ($m)
- % Change
- Base $s
- Current $s
- % Change
|1||Uber||IPO in May 2019||$68,000||$75,713||11.34%||$1,000||$1,113||11.34%||0.76%|
|3||WeWork||SPAC in Oct 2021||$21,200||$9,000||-57.55%||$1,000||$425||-57.55%||-3.84%|
|4||IPO in Apr 2019||$12,300||$10,058||-18.23%||$1,000||$818||-18.23%||-1.22%|
|5||Lyft||IPO in Mar 2019||$11,700||$20,583||75.92%||$1,000||$1,759||75.92%||5.06%|
|7||Wish||IPO in Dec 2020||$8,000||$14,088||76.09%||$1,000||$1,761||76.09%||5.07%|
|8||Magic Leap||Still private||$6,413||$2,000||-68.81%||$1,000||$312||-68.81%||-4.59%|
|9||Grab||SPAC in Dec 2021||$6,000||$39,550||559.17%||$1,000||$6,592||559.17%||37.28%|
|10||Robinhood Markets||IPO in Jul 2021||$5,600||$32,011||471.63%||$1,000||$5,716||471.63%||31.44%|
|11||Slack||IPO in Jun 2019||$5,100||$19,470||281.77%||$1,000||$3,818||281.77%||18.78%|
|13||SoFi||SPAC in May 2021||$4,400||$8,650||96.59%||$1,000||$1,966||96.59%||6.44%|
|15||Intarcia||Bankrupt in Nov 2020||$4,110||$0||-100.00%||$1,000||$0||-100.00%||-6.67%|
As of 30-Sep-22
Valuation performance is not investor performance. Dilution is not included in valuation performance. Past performance is no guarantee of future results. Returns shown may reflect hypothetical historical performance. Please see additional legal disclosures below.
|AGD pre-IPO Q3 2018||0.00%||4.39%||12.28%||118.84%||---||238.26%||29.83%||---||33.16%|
|S&P 500 (IVV)||-4.92%||-20.29%||-15.52%||26.37%||55.24%||41.82%||8.11%||9.19%||8.56%|
|S&P 500 Growth (IVW)||-3.90%||-23.94%||-21.18%||32.14%||70.28%||48.80%||9.74%||11.23%||9.79%|
|AGD pre-IPO Q3 2018||---||---||---||---||---||---||28.00%||22.22%||71.56%||4.39%|
|S&P 500 (IVV)||32.31%||13.57%||1.28%||11.54%||21.75%||-4.49%||31.25%||18.40%||28.76%||-23.93%|
|S&P 500 Growth (IVW)||32.50%||14.64%||5.36%||6.81%||27.21%||-0.21%||30.77%||33.19%||31.80%||-30.45%|
Growth of $10,000
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