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
SATS (EchoStar Corporation) 14.66% 669.38% 96.81% 35.28% 11.77% 9.49% NA
Data as of 06/04/2026, Common starting date is 01/02/2008
More Performance Analytics Comparison
Name Start Date End Date
SATS (EchoStar Corporation) 01/02/2008 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 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -4.91 669.38 96.81 35.28 11.77 9.49 NA 14.66 361.14 38.20 -0.66 -36.70 24.35 -51.07 17.95 -38.70 16.56 31.40 -25.50 5.59 45.30 63.42 -16.14 23.98 35.44 -54.37 0.00
Sharpe Ratio NA 5.74 1.23 0.54 0.21 NA NA 0.86 3.86 0.50 -0.07 -0.99 0.62 -1.10 0.50 -1.56 0.74 1.13 -1.17 0.27 1.98 2.55 -0.41 0.92 0.83 -1.10 NA
Standard Deviation(%) NA 93.65 77.93 64.78 51.52 NA NA 58.12 95.84 68.94 59.90 38.69 39.52 46.43 32.80 25.72 21.65 27.60 21.83 20.70 22.81 25.08 39.80 26.00 42.70 50.51 0.00
Draw Down(%) NA 20.72 59.22 68.02 84.45 NA NA 18.96 48.80 30.63 59.22 42.20 22.70 54.04 23.77 45.43 15.69 19.57 33.77 18.12 8.08 19.07 46.95 14.35 16.72 67.53 0.00
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 06/04/2026, Common starting date is 01/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SATS (EchoStar Corporation) -30.00%
Jan 2018 – Jan 2021
-24.20%
Nov 2018 – Nov 2023
-14.48%
Nov 2013 – Nov 2023
-5.58%
May 2008 – May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SATS (EchoStar Corporation) 101.59%
May 2023 – May 2026
40.15%
Jan 2021 – Jan 2026
12.43%
May 2016 – May 2026
10.30%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return