Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ATER (Aterian, Inc.) | 48.57% | -24.64% | -46.94% | -66.24% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATER (Aterian, Inc.) | 11/03/2020 | 06/05/2026 |
| 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 (%) | -5.45 | -24.64 | -46.94 | -66.24 | NA | NA | NA | … | … | 48.57 | -70.83 | -43.57 | -54.55 | -81.27 | -55.08 | 8.41 |
| Sharpe Ratio | NA | -0.36 | -0.55 | -0.62 | NA | NA | NA | … | … | 1.74 | -0.90 | -0.61 | -0.61 | -0.70 | -0.25 | 2,726.87 |
| Standard Deviation(%) | NA | 93.50 | 91.05 | 109.16 | NA | NA | NA | … | … | 115.03 | 82.25 | 82.91 | 96.35 | 118.43 | 202.42 | 32.39 |
| Draw Down(%) | NA | 67.47 | 93.57 | 99.77 | NA | NA | NA | … | … | 40.66 | 75.19 | 66.67 | 82.69 | 89.01 | 86.86 | 0.00 |
| 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 06/05/2026, Common starting date is 11/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATER (Aterian, Inc.) |
-79.42%
Apr 2021 – Apr 2024 |
-67.46%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATER (Aterian, Inc.) |
-45.93%
May 2023 – May 2026 |
-65.20%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart