Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EOSE (Eos Energy Enterprises, Inc.) | -38.22% | 80.61% | 42.83% | -19.14% | 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 |
|---|---|---|
| EOSE (Eos Energy Enterprises, 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 (%) | -16.01 | 80.61 | 42.83 | -19.14 | NA | NA | NA | … | … | -38.22 | 143.83 | 345.87 | -26.35 | -80.32 | -63.92 | 106.54 |
| Sharpe Ratio | NA | 0.73 | 0.53 | -0.16 | NA | NA | NA | … | … | -0.41 | 1.35 | 3.59 | -0.24 | -0.61 | -0.77 | 71.38 |
| Standard Deviation(%) | NA | 115.53 | 115.49 | 116.23 | NA | NA | NA | … | … | 136.16 | 107.28 | 104.02 | 129.66 | 134.88 | 82.85 | 133.80 |
| Draw Down(%) | NA | 77.12 | 87.28 | 96.97 | NA | NA | NA | … | … | 75.91 | 46.69 | 48.80 | 79.72 | 87.24 | 75.30 | 16.86 |
| 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 |
|---|---|---|---|---|
| EOSE (Eos Energy Enterprises, Inc.) |
-67.29%
May 2021 – May 2024 |
-24.12%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EOSE (Eos Energy Enterprises, Inc.) |
142.15%
Nov 2022 – Nov 2025 |
-8.11%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart