Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEVA (Aeva Technologies, Inc.) | 83.73% | 18.85% | 53.85% | -14.04% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEVA (Aeva Technologies, Inc.) | 09/17/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.57 | 18.85 | 53.85 | -14.04 | NA | NA | NA | … | … | 83.73 | 178.32 | 25.53 | -44.12 | -82.01 | -23.56 | -0.60 |
| Sharpe Ratio | NA | 0.52 | 0.65 | -0.14 | NA | NA | NA | … | … | 4.54 | 1.56 | 0.20 | -0.54 | -0.96 | -0.26 | -0.48 |
| Standard Deviation(%) | NA | 114.70 | 102.26 | 95.52 | NA | NA | NA | … | … | 116.25 | 115.73 | 93.50 | 89.47 | 87.10 | 80.71 | 10.02 |
| Draw Down(%) | NA | 75.68 | 75.68 | 96.25 | NA | NA | NA | … | … | 45.14 | 75.68 | 65.30 | 76.00 | 84.62 | 56.31 | 2.87 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEVA (Aeva Technologies, Inc.) |
-63.74%
Jun 2021 – Jun 2024 |
-25.67%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEVA (Aeva Technologies, Inc.) |
67.47%
May 2023 – May 2026 |
-10.40%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart