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
PSWW (Principal Solar Inc) NA 0.00% -78.60% -40.13% -48.72% NA NA
Data as of 02/23/2023, Common starting date is 06/01/2011
More Performance Analytics Comparison
Name Start Date End Date
PSWW (Principal Solar Inc) 06/01/2011 02/23/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.00 0.00 -78.60 -40.13 -48.72 NA NA 0.00 -50.00 -94.12 -83.33 1,754.55 -15.38 -35.00 -74.03 -74.33 -50.00 -25.00 -16.67 60.00
Sharpe Ratio NA NA NA NA NA NA NA NA -0.16 -0.39 -0.12 2.54 -0.05 -0.33 -0.64 -0.36 -0.37 -0.14 -0.08 0.38
Standard Deviation(%) NA NA NA NA NA NA NA NA 320.94 242.22 685.99 691.02 321.24 106.75 116.39 205.46 133.57 180.45 214.49 319.08
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 85.71 96.30 99.51 99.33 92.31 43.48 83.33 97.89 62.50 55.00 79.62 79.20
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
Data as of 02/23/2023, Common starting date is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSWW (Principal Solar Inc) -83.87%
Mar 2015 – Mar 2018
-72.90%
Jun 2014 – Jun 2019
-50.08%
Jun 2012 – Jun 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSWW (Principal Solar Inc) 132.08%
Nov 2016 – Nov 2019
-7.42%
Dec 2014 – Dec 2019
-36.24%
Jul 2011 – Jul 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return