Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IPW (iPower Inc.) -56.68% -77.73% -49.50% -56.90% -39.54% -30.05% NA
Data as of 06/04/2026, Common starting date is 07/28/2008
More Performance Analytics Comparison
Name Start Date End Date
IPW (iPower Inc.) 07/28/2008 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 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -24.12 -77.73 -49.50 -56.90 -39.54 -30.05 NA -56.68 -70.26 84.44 12.50 -83.19 -86.63 27.31 -22.51 -18.28 7.74 2.31 -5.40 4.63 37.73 -34.76
Sharpe Ratio NA -0.19 -0.17 -0.27 -0.20 NA NA -0.13 -0.58 0.48 0.07 -0.82 -0.20 0.96 -0.85 -0.87 0.55 0.10 -0.17 0.17 0.97 -0.86
Standard Deviation(%) NA 405.71 260.04 213.19 198.57 NA NA 619.10 111.07 166.81 128.07 103.39 186.15 28.11 26.63 21.08 13.94 21.73 31.49 26.46 38.87 73.30
Draw Down(%) NA 98.28 99.50 99.80 99.91 NA NA 93.61 68.56 81.52 67.86 84.45 87.92 16.45 30.07 35.98 10.35 21.70 32.13 24.74 25.86 46.10
Yield(%) 0.00 0.00 0.00 0.00 0.55 1.15 1.07 0.00 0.00 0.00 0.00 0.00 0.00 4.79 3.56 3.31 3.07 3.42 2.60 2.15 3.66 1.09
Data as of 06/04/2026, Common starting date is 07/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPW (iPower Inc.) -70.77%
Dec 2020 – Dec 2023
-72.36%
Apr 2021 – Apr 2026
-48.01%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPW (iPower Inc.) 19.34%
Feb 2009 – Feb 2012
11.75%
Feb 2009 – Feb 2014
-18.18%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return