Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEOV (NeoVolta Inc.) | -33.55% | -34.63% | -10.84% | -21.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEOV (NeoVolta Inc.) | 05/21/2020 | 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 (%) | 1.00 | -34.63 | -10.84 | -21.60 | NA | NA | NA | … | … | -33.55 | -42.99 | 240.62 | -42.65 | -60.20 | 60.78 | 225.37 |
| Sharpe Ratio | NA | -0.37 | -0.14 | -0.26 | NA | NA | NA | … | … | -0.43 | -0.47 | 2.34 | -0.56 | -0.85 | 2.08 | 14.59 |
| Standard Deviation(%) | NA | 123.19 | 106.43 | 92.77 | NA | NA | NA | … | … | 158.99 | 99.56 | 101.40 | 84.30 | 72.32 | 29.18 | 39.82 |
| Draw Down(%) | NA | 73.60 | 84.32 | 90.38 | NA | NA | NA | … | … | 72.41 | 67.31 | 58.93 | 64.09 | 61.09 | 15.84 | 21.53 |
| 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 05/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEOV (NeoVolta Inc.) |
-40.91%
Mar 2021 – Mar 2024 |
-21.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEOV (NeoVolta Inc.) |
23.96%
Jan 2023 – Jan 2026 |
11.10%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart