Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLUX (Flux Power Holdings, Inc.) | -18.11% | -32.90% | -33.58% | -37.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLUX (Flux Power Holdings, Inc.) | 08/17/2020 | 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 (%) | -7.14 | -32.90 | -33.58 | -37.32 | NA | NA | NA | … | … | -18.11 | -11.39 | -59.37 | 3.53 | -7.46 | -75.12 | 242.06 |
| Sharpe Ratio | NA | -0.26 | -0.36 | -0.42 | NA | NA | NA | … | … | -0.35 | -0.11 | -0.76 | -0.01 | -0.11 | -0.85 | 18.82 |
| Standard Deviation(%) | NA | 128.06 | 100.82 | 92.42 | NA | NA | NA | … | … | 100.10 | 127.56 | 87.37 | 72.01 | 81.07 | 88.33 | 133.44 |
| Draw Down(%) | NA | 85.59 | 85.59 | 92.11 | NA | NA | NA | … | … | 42.51 | 79.88 | 71.84 | 57.08 | 55.95 | 80.10 | 44.83 |
| 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 08/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLUX (Flux Power Holdings, Inc.) |
-39.88%
Feb 2023 – Feb 2026 |
-40.65%
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 |
|---|---|---|---|---|
| FLUX (Flux Power Holdings, Inc.) |
13.47%
Sep 2022 – Sep 2025 |
-11.01%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart