Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVAV (AeroVironment, Inc.) | -23.14% | -0.36% | 25.00% | 10.50% | 20.00% | 13.19% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVAV (AeroVironment, Inc.) | 01/23/2007 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.29 | -0.36 | 25.00 | 10.50 | 20.00 | 13.19 | NA | … | … | -23.14 | 65.70 | 25.09 | 47.14 | 38.09 | -28.62 | 40.75 | -9.14 | 20.99 | 109.32 | -8.96 | 8.15 | -6.49 | 34.04 | -30.92 | 17.29 | -7.74 | -21.00 | 52.11 | 1.13 |
| Sharpe Ratio | NA | 0.24 | 0.48 | 0.20 | 0.39 | NA | NA | … | … | -0.40 | 1.12 | 0.36 | 1.06 | 0.66 | -0.48 | 0.76 | -0.27 | 0.40 | 2.70 | -0.25 | 0.24 | -0.15 | 1.15 | -1.02 | 0.35 | -0.18 | -0.34 | 0.94 | -0.05 |
| Standard Deviation(%) | NA | 72.36 | 57.40 | 55.44 | 51.44 | NA | NA | … | … | 85.61 | 57.34 | 52.28 | 40.80 | 55.75 | 59.21 | 52.84 | 38.66 | 49.59 | 40.53 | 36.00 | 33.98 | 43.63 | 29.47 | 30.71 | 48.85 | 43.89 | 62.25 | 54.38 | 38.25 |
| Draw Down(%) | NA | 61.45 | 61.45 | 61.45 | 61.45 | NA | NA | … | … | 59.78 | 44.10 | 34.63 | 17.45 | 31.67 | 57.97 | 35.25 | 40.99 | 45.91 | 23.93 | 30.85 | 33.76 | 36.41 | 21.72 | 37.28 | 33.30 | 38.81 | 51.86 | 22.20 | 23.14 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAV (AeroVironment, Inc.) |
-14.03%
Jan 2010 – Jan 2013 |
-8.12%
Aug 2008 – Aug 2013 |
2.06%
Mar 2007 – Mar 2017 |
7.36%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAV (AeroVironment, Inc.) |
77.55%
Sep 2015 – Sep 2018 |
39.31%
Sep 2020 – Sep 2025 |
31.98%
Oct 2015 – Oct 2025 |
20.19%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart