Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NKLA (Nikola Corp) | NA | -99.43% | -92.93% | -87.83% | NA | NA | NA | … | … |
Data as of 06/24/2025, Common starting date is 06/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NKLA (Nikola Corp) | 06/12/2018 | 06/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.33 | -99.43 | -92.93 | -87.83 | NA | NA | NA | … | … | -94.96 | -95.69 | -59.26 | -78.12 | -35.32 | 47.87 | 6.39 | 1.46 |
| Sharpe Ratio | NA | -0.54 | -0.66 | -0.68 | NA | NA | NA | … | … | -0.40 | -0.98 | -0.48 | -0.88 | -0.40 | 0.32 | 1.64 | 0.35 |
| Standard Deviation(%) | NA | 190.45 | 145.17 | 132.00 | NA | NA | NA | … | … | 254.98 | 103.99 | 132.91 | 90.18 | 87.96 | 149.80 | 3.03 | 3.48 |
| Draw Down(%) | NA | 99.43 | 99.98 | 100.00 | NA | NA | NA | … | … | 96.25 | 96.38 | 80.51 | 81.38 | 68.19 | 82.75 | 1.06 | 1.13 |
| 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 | 0.00 |
Data as of 06/24/2025, Common starting date is 06/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKLA (Nikola Corp) |
-92.63%
Mar 2022 – Mar 2025 |
-83.39%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NKLA (Nikola Corp) |
7.48%
Jul 2018 – Jul 2021 |
-22.52%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart