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
ISUN (iSun Inc) NA -74.24% -75.41% NA NA NA NA
Data as of 04/25/2024, Common starting date is 07/24/2020
More Performance Analytics Comparison
Name Start Date End Date
ISUN (iSun Inc) 07/24/2020 04/25/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020
Annualized Return (%) 6.25 -74.24 -75.41 NA NA NA NA -45.16 -76.87 -77.52 -9.15 53.27
Sharpe Ratio NA -0.75 -0.89 NA NA NA NA -0.85 -0.79 -1.04 -0.06 1.57
Standard Deviation(%) NA 108.68 87.44 NA NA NA NA 108.58 103.13 76.09 132.72 238.65
Draw Down(%) NA 100.00 100.00 NA NA NA NA 100.00 93.95 79.84 77.89 39.81
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
Data as of 04/25/2024, Common starting date is 07/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISUN (iSun Inc) -77.90%
Jan 2021 – Jan 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISUN (iSun Inc) -63.27%
Oct 2020 – Oct 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return