Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMRC (Ameresco, Inc.) | 11.74% | 120.70% | -10.25% | -10.16% | 21.11% | 6.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMRC (Ameresco, Inc.) | 07/23/2010 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.48 | 120.70 | -10.25 | -10.16 | 21.11 | 6.36 | NA | … | … | 11.74 | 28.53 | -26.81 | -44.57 | -29.84 | 55.90 | 198.51 | 23.76 | 63.95 | 56.36 | -12.00 | -10.71 | -27.54 | -1.53 | -28.50 | -4.46 | 42.74 |
| Sharpe Ratio | NA | 1.93 | -0.12 | -0.14 | 0.33 | NA | NA | … | … | 0.94 | 0.28 | -0.46 | -0.72 | -0.43 | 0.99 | 2.95 | 0.72 | 1.42 | 1.35 | -0.22 | -0.25 | -0.59 | -0.04 | -0.78 | -0.08 | 2.89 |
| Standard Deviation(%) | NA | 76.72 | 79.87 | 73.61 | 62.69 | NA | NA | … | … | 66.97 | 94.97 | 72.86 | 68.12 | 72.81 | 56.60 | 66.85 | 31.35 | 44.06 | 41.38 | 55.09 | 42.96 | 46.77 | 34.72 | 36.78 | 56.58 | 42.41 |
| Draw Down(%) | NA | 44.48 | 86.26 | 91.12 | 91.12 | NA | NA | … | … | 29.31 | 69.26 | 43.01 | 66.38 | 50.37 | 42.79 | 42.69 | 26.30 | 18.72 | 18.83 | 37.12 | 32.24 | 46.85 | 32.87 | 37.74 | 45.11 | 18.14 |
| 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 | 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 07/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRC (Ameresco, Inc.) |
-46.64%
Mar 2022 – Mar 2025 |
-22.62%
Apr 2011 – Apr 2016 |
4.69%
Apr 2015 – Apr 2025 |
4.01%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRC (Ameresco, Inc.) |
91.37%
Feb 2018 – Feb 2021 |
76.46%
Oct 2016 – Oct 2021 |
22.63%
May 2016 – May 2026 |
7.63%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart