Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEEM (Beam Global) | -5.33% | -8.39% | -49.91% | -46.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEEM (Beam Global) | 03/17/2020 | 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 (%) | -4.70 | -8.39 | -49.91 | -46.23 | NA | NA | NA | … | … | -5.33 | -47.95 | -50.63 | -59.42 | -6.08 | -74.79 | 889.01 |
| Sharpe Ratio | NA | -0.15 | -0.66 | -0.57 | NA | NA | NA | … | … | 0.01 | -0.55 | -0.80 | -0.92 | -0.08 | -0.75 | 14.73 |
| Standard Deviation(%) | NA | 93.49 | 80.91 | 83.22 | NA | NA | NA | … | … | 84.38 | 93.12 | 72.16 | 69.49 | 96.02 | 99.15 | 113.31 |
| Draw Down(%) | NA | 64.69 | 89.11 | 96.68 | NA | NA | NA | … | … | 28.93 | 64.00 | 67.74 | 72.51 | 63.03 | 74.79 | 28.67 |
| 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 03/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEEM (Beam Global) |
-55.88%
Dec 2022 – Dec 2025 |
-54.12%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEEM (Beam Global) |
14.18%
May 2020 – May 2023 |
-25.03%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart