Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENPH (Enphase Energy, Inc.) | 113.39% | 58.46% | -27.93% | -12.68% | 40.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENPH (Enphase Energy, Inc.) | 04/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | 58.46 | -27.93 | -12.68 | 40.45 | NA | NA | … | … | 113.39 | -51.95 | -48.02 | -50.13 | 44.83 | 4.26 | 571.53 | 465.54 | 96.27 | 138.61 | -71.23 | -75.44 | 125.39 | 73.70 | -53.27 |
| Sharpe Ratio | NA | 0.88 | -0.41 | -0.24 | 0.52 | NA | NA | … | … | 5.73 | -0.76 | -0.82 | -0.87 | 0.61 | 0.06 | 5.60 | 6.48 | 1.18 | 1.65 | -0.81 | -0.76 | 1.82 | 1.02 | -0.67 |
| Standard Deviation(%) | NA | 81.41 | 70.62 | 69.09 | 77.19 | NA | NA | … | … | 93.42 | 73.00 | 63.77 | 62.98 | 72.13 | 66.82 | 101.14 | 72.83 | 80.76 | 83.96 | 88.16 | 99.31 | 68.92 | 72.25 | 95.29 |
| Draw Down(%) | NA | 43.13 | 86.23 | 92.23 | 92.23 | NA | NA | … | … | 39.64 | 64.47 | 56.36 | 71.48 | 36.43 | 46.38 | 59.40 | 48.46 | 47.99 | 63.16 | 72.36 | 88.98 | 41.69 | 49.38 | 77.44 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENPH (Enphase Energy, Inc.) |
-59.72%
Aug 2014 – Aug 2017 |
-35.67%
May 2012 – May 2017 |
13.50%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENPH (Enphase Energy, Inc.) |
337.86%
Aug 2017 – Aug 2020 |
215.25%
Aug 2017 – Aug 2022 |
60.71%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart