AG Dillon Pre-IPO Equity Indexes
The AG Dillon Pre-IPO Equity Indexes serve as benchmarks for institutional investors, financial advisors, and family offices. The vintage index construction allows investors to track current and historical market valuation performance by specific vintage year for the largest pre-IPO stocks in global developed markets. Vintage indexes are incepted and calculated quarterly. The last 40 quarters (10 years) are averaged to calculate the flagship AG Dillon Pre-IPO Equity Index. The SIM - Secondary Investable Market - index includes pre-IPO stocks with a robust secondary trading market and provides price per share returns vs valuation performance for the vintage indexes.
Data as of Dec 31, 2022 | AGD SIM Index is updated weekly
Index Name Click name for index page |
Number of IPOs or Acquisitions |
Valuation Multiple on Base Value |
3mo | 6mo | 1yr | 3yr | 5yr | Since inception |
3yr ann |
5yr ann |
Since inception ann |
---|---|---|---|---|---|---|---|---|---|---|---|
AG Dillon Pre-IPO Equity Index | --- | --- | -5.6% | -6.9% | -0.5% | 84.0% | 109.1% | 190.0% | 20.8% | 14.0% | 22.0% |
AG Dillon Pre-IPO Equity Secondary Investable Market (SIM) Index |
Please visit index page for performance | ||||||||||
AG Dillon Q1 2012 Pre-IPO Equity Index | 12 | 11.4x | 0.00% | 0.00% | 44.72% | 128.02% | 204.63% | 1036.73% | 31.62% | 24.96% | 24.71% |
AG Dillon Q2 2012 Pre-IPO Equity Index | 12 | 11.4x | 0.00% | 0.00% | 44.51% | 127.12% | 202.70% | 1040.29% | 31.45% | 24.80% | 25.38% |
AG Dillon Q3 2012 Pre-IPO Equity Index | 14 | 11.3x | -0.53% | -0.53% | 43.72% | 125.77% | 200.50% | 1034.79% | 31.19% | 24.61% | 26.00% |
AG Dillon Q4 2012 Pre-IPO Equity Index | 14 | 11.4x | -0.53% | -0.53% | 43.29% | 123.54% | 235.15% | 1042.64% | 30.75% | 27.36% | 26.80% |
AG Dillon Q1 2013 Pre-IPO Equity Index | 15 | 2.6x | -2.18% | -2.18% | -2.18% | -1.78% | 8.40% | 164.34% | -0.60% | 1.63% | 10.20% |
AG Dillon Q2 2013 Pre-IPO Equity Index | 14 | 2.4x | 0.00% | 0.00% | 0.00% | 0.46% | -6.93% | 144.76% | 0.15% | -1.43% | 9.61% |
AG Dillon Q3 2013 Pre-IPO Equity Index | 14 | 2.6x | 0.00% | 0.00% | 0.00% | 0.43% | -5.04% | 159.76% | 0.14% | -1.03% | 10.56% |
AG Dillon Q4 2013 Pre-IPO Equity Index | 14 | 3.8x | 0.00% | 0.00% | 0.00% | 0.24% | -0.04% | 280.13% | 0.08% | -0.01% | 15.52% |
AG Dillon Q1 2014 Pre-IPO Equity Index | 14 | 3.4x | -1.55% | -1.55% | -1.55% | -1.29% | -5.03% | 236.22% | -0.43% | -1.03% | 14.41% |
AG Dillon Q2 2014 Pre-IPO Equity Index | 14 | 7.4x | 0.00% | 0.00% | 0.00% | 54.33% | 82.23% | 639.33% | 15.56% | 12.75% | 25.66% |
AG Dillon Q3 2014 Pre-IPO Equity Index | 14 | 2.4x | 0.00% | 0.00% | 0.00% | 0.37% | 5.52% | 139.15% | 0.12% | 1.08% | 10.79% |
AG Dillon Q4 2014 Pre-IPO Equity Index | 14 | 2.2x | 0.00% | 0.00% | 0.00% | 0.40% | 5.89% | 124.85% | 0.13% | 1.15% | 10.31% |
AG Dillon Q1 2015 Pre-IPO Equity Index | 14 | 3.2x | 0.00% | 0.00% | 0.00% | 74.20% | 86.48% | 219.66% | 20.32% | 13.27% | 15.62% |
AG Dillon Q2 2015 Pre-IPO Equity Index | 14 | 3.5x | 0.00% | 0.00% | 0.00% | 64.90% | 116.05% | 245.94% | 18.14% | 16.66% | 17.35% |
AG Dillon Q3 2015 Pre-IPO Equity Index | 15 | 3x | 0.00% | 0.00% | 0.00% | 96.58% | 140.75% | 204.44% | 25.27% | 19.21% | 15.98% |
AG Dillon Q4 2015 Pre-IPO Equity Index | 13 | 2.7x | 0.00% | 0.00% | 0.00% | 82.05% | 117.73% | 171.34% | 22.10% | 16.84% | 14.74% |
AG Dillon Q1 2016 Pre-IPO Equity Index | 12 | 3.6x | 0.00% | 0.00% | 10.95% | 109.33% | 170.07% | 256.01% | 27.92% | 21.98% | 19.87% |
AG Dillon Q2 2016 Pre-IPO Equity Index | 12 | 3.7x | -0.61% | -0.61% | 9.61% | 76.57% | 178.64% | 274.44% | 20.87% | 22.75% | 21.58% |
AG Dillon Q3 2016 Pre-IPO Equity Index | 12 | 3.8x | -0.61% | -0.61% | 9.56% | 73.98% | 180.27% | 276.31% | 20.27% | 22.89% | 22.59% |
AG Dillon Q4 2016 Pre-IPO Equity Index | 12 | 3.8x | -0.61% | -0.61% | 9.56% | 74.03% | 180.45% | 276.15% | 20.28% | 22.91% | 23.59% |
AG Dillon Q1 2017 Pre-IPO Equity Index | 12 | 3.3x | -0.70% | -0.70% | 11.17% | 61.09% | 162.17% | 226.77% | 17.23% | 21.26% | 21.81% |
AG Dillon Q2 2017 Pre-IPO Equity Index | 12 | 3.2x | -0.70% | -0.70% | 11.28% | 60.93% | 162.99% | 223.75% | 17.19% | 21.34% | 22.64% |
AG Dillon Q3 2017 Pre-IPO Equity Index | 11 | 3x | -0.75% | -0.75% | 12.18% | 68.17% | 152.20% | 202.37% | 18.92% | 20.32% | 22.25% |
AG Dillon Q4 2017 Pre-IPO Equity Index | 11 | 4.1x | -0.55% | -0.55% | 8.59% | 117.42% | 286.93% | 314.79% | 29.55% | 31.08% | 31.09% |
AG Dillon Q1 2018 Pre-IPO Equity Index | 11 | 3.7x | -0.62% | -0.62% | 4.10% | 106.17% | 270.83% | 270.83% | 27.28% | 29.97% | 29.95% |
AG Dillon Q2 2018 Pre-IPO Equity Index | 11 | 3.3x | -0.48% | -0.48% | 4.80% | 115.57% | --- | 233.74% | 29.18% | --- | 28.84% |
AG Dillon Q3 2018 Pre-IPO Equity Index | 11 | 3.4x | -0.48% | -0.48% | 3.89% | 117.83% | --- | 236.65% | 29.63% | --- | 30.91% |
AG Dillon Q4 2018 Pre-IPO Equity Index | 10 | 3x | -0.53% | -0.53% | 4.34% | 110.24% | --- | 203.10% | 28.11% | --- | 29.77% |
AG Dillon Q1 2019 Pre-IPO Equity Index | 9 | 3.3x | -0.49% | -0.49% | 4.42% | 162.80% | --- | 227.32% | 38.00% | --- | 34.48% |
AG Dillon Q2 2019 Pre-IPO Equity Index | 8 | 3.5x | -0.46% | -0.46% | 4.10% | 193.00% | --- | 251.56% | 43.09% | --- | 39.75% |
AG Dillon Q3 2019 Pre-IPO Equity Index | 9 | 3.4x | -0.45% | -0.45% | 3.26% | 213.92% | --- | 243.47% | 46.42% | --- | 42.17% |
AG Dillon Q4 2019 Pre-IPO Equity Index | 8 | 3.5x | -0.44% | -12.31% | -9.47% | 208.94% | --- | 246.96% | 45.64% | --- | 46.55% |
AG Dillon Q1 2020 Pre-IPO Equity Index | 8 | 2.9x | -37.83% | -37.83% | -30.29% | 194.64% | --- | 194.64% | 43.36% | --- | 43.31% |
AG Dillon Q2 2020 Pre-IPO Equity Index | 8 | 3.1x | -36.41% | -36.41% | -29.05% | --- | --- | 210.54% | --- | --- | 50.91% |
AG Dillon Q3 2020 Pre-IPO Equity Index | 7 | 2.9x | -38.24% | -38.24% | -31.18% | --- | --- | 187.07% | --- | --- | 52.37% |
AG Dillon Q4 2020 Pre-IPO Equity Index | 5 | 2.4x | -43.31% | -46.38% | -39.03% | --- | --- | 141.39% | --- | --- | 47.89% |
AG Dillon Q1 2021 Pre-IPO Equity Index | 5 | 1.8x | -3.60% | -14.81% | -8.06% | --- | --- | 78.35% | --- | --- | 33.55% |
AG Dillon Q2 2021 Pre-IPO Equity Index | 4 | 1.6x | -3.94% | -8.47% | 7.48% | --- | --- | 62.39% | --- | --- | 31.85% |
AG Dillon Q3 2021 Pre-IPO Equity Index | 2 | 1.5x | -4.26% | -7.62% | 7.77% | --- | --- | 49.72% | --- | --- | 30.78% |
AG Dillon Q4 2021 Pre-IPO Equity Index | 1 | 1x | -15.10% | -18.86% | 1.50% | --- | --- | 4.13% | --- | --- | 3.29% |
AG Dillon Q1 2022 Pre-IPO Equity Index | 1 | 1x | -7.57% | -12.02% | 4.13% | --- | --- | 4.13% | --- | --- | 4.13% |
AG Dillon Q2 2022 Pre-IPO Equity Index | 1 | 0.9x | -6.69% | -11.72% | --- | --- | --- | -6.98% | --- | --- | -9.15% |
AG Dillon Q3 2022 Pre-IPO Equity Index | 1 | 0.9x | -7.07% | -12.35% | --- | --- | --- | -12.35% | --- | --- | -23.02% |
AG Dillon Q4 2022 Pre-IPO Equity Index | 1 | 0.9x | -6.67% | --- | --- | --- | --- | -6.67% | --- | --- | -23.95% |
AG Dillon Q1 2023 Pre-IPO Equity Index | 0 | 1x | --- | --- | --- | --- | --- | --- | --- | --- | --- |
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