Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OESX (Orion Energy Systems, Inc.) | -38.10% | 61.36% | -14.06% | -30.78% | -3.22% | -8.99% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OESX (Orion Energy Systems, Inc.) | 12/19/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 61.36 | -14.06 | -30.78 | -3.22 | -8.99 | NA | … | … | -38.10 | 92.25 | -8.05 | -52.20 | -49.72 | -63.32 | 194.63 | 487.72 | -35.23 | -59.45 | 0.00 | -60.55 | -19.12 | 309.64 | -43.73 | -11.68 | -23.92 | -18.85 | -71.25 | -12.10 |
| Sharpe Ratio | NA | 0.45 | -0.24 | -0.56 | -0.08 | NA | NA | … | … | -0.94 | 1.24 | -0.19 | -1.17 | -0.86 | -1.18 | 2.34 | 6.16 | -0.71 | -1.17 | 0.00 | -0.97 | -0.30 | 4.55 | -0.76 | -0.21 | -0.38 | -0.27 | -0.69 | -1.45 |
| Standard Deviation(%) | NA | 81.87 | 65.84 | 61.02 | 63.76 | NA | NA | … | … | 76.72 | 72.47 | 62.63 | 47.92 | 59.37 | 53.78 | 82.59 | 78.96 | 51.80 | 51.43 | 69.41 | 62.16 | 64.31 | 68.07 | 57.79 | 54.90 | 62.94 | 70.65 | 105.04 | 69.79 |
| Draw Down(%) | NA | 52.65 | 70.37 | 91.69 | 95.20 | NA | NA | … | … | 52.40 | 39.78 | 49.67 | 60.66 | 66.97 | 71.72 | 54.97 | 26.40 | 54.17 | 64.07 | 48.40 | 69.45 | 51.57 | 32.55 | 63.83 | 46.25 | 64.74 | 45.47 | 85.93 | 12.10 |
| 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 | 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 06/05/2026, Common starting date is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OESX (Orion Energy Systems, Inc.) |
-55.82%
Nov 2020 – Nov 2023 |
-39.09%
Dec 2013 – Dec 2018 |
-24.56%
Jan 2008 – Jan 2018 |
-13.09%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OESX (Orion Energy Systems, Inc.) |
132.40%
Jan 2018 – Jan 2021 |
42.89%
Feb 2016 – Feb 2021 |
12.46%
Nov 2010 – Nov 2020 |
-4.55%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart