Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCELB (FuelCell Energy Inc Pref) | 33.65% | 61.19% | 16.63% | 6.53% | 16.79% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCELB (FuelCell Energy Inc Pref) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.56 | 61.19 | 16.63 | 6.53 | 16.79 | NA | NA | … | … | 33.65 | 7.75 | 2.70 | -10.43 | -0.10 | 0.71 | 113.42 | 82.86 | -38.82 | 47.94 | -3.23 | -44.14 | 42.31 | 35.65 |
| Sharpe Ratio | NA | 1.52 | 0.37 | 0.13 | 0.18 | NA | NA | … | … | 2.57 | 0.12 | -0.02 | -0.46 | -0.07 | 0.03 | 1.58 | 0.35 | -0.69 | 0.68 | -0.05 | -0.49 | 1.53 | 1.28 |
| Standard Deviation(%) | NA | 41.38 | 38.76 | 33.32 | 87.95 | NA | NA | … | … | 46.71 | 39.79 | 37.10 | 30.54 | 22.47 | 27.13 | 71.24 | 235.67 | 58.36 | 69.36 | 70.31 | 89.38 | 27.56 | 28.06 |
| Draw Down(%) | NA | 10.11 | 22.02 | 30.48 | 92.35 | NA | NA | … | … | 9.37 | 15.40 | 22.02 | 23.07 | 8.99 | 9.39 | 43.15 | 86.95 | 58.61 | 38.98 | 38.03 | 54.77 | 6.19 | 0.00 |
| Yield(%) | 0.00 | 15.99 | 11.43 | 8.48 | 12.14 | 8.42 | 6.31 | … | … | 7.03 | 13.26 | 9.02 | 10.21 | 9.01 | 8.49 | 14.78 | 14.60 | 0.00 | 4.17 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCELB (FuelCell Energy Inc Pref) |
-39.00%
Jun 2016 – Jun 2019 |
-32.65%
Jun 2014 – Jun 2019 |
4.97%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCELB (FuelCell Energy Inc Pref) |
138.09%
Jun 2019 – Jun 2022 |
64.13%
Jun 2019 – Jun 2024 |
16.97%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart