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
SCTY (SolarCity) NA -100.00% -100.00% NA NA NA NA
Data as of 02/23/2023, Common starting date is 09/05/2019
More Performance Analytics Comparison
Name Start Date End Date
SCTY (SolarCity) 09/05/2019 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
Annualized Return (%) -100.00 -100.00 -100.00 NA NA NA NA -100.00 -94.23 -79.20 47.06 -8.11
Sharpe Ratio NA NA NA NA NA NA NA NA -0.28 -0.53 0.37 -0.60
Standard Deviation(%) NA NA NA NA NA NA NA NA 342.56 150.34 126.36 40.72
Draw Down(%) NA 100.00 100.00 NA NA NA NA 100.00 98.18 84.85 76.44 19.46
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
Data as of 02/23/2023, Common starting date is 09/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCTY (SolarCity) -74.46%
Jan 2020 – Jan 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCTY (SolarCity) -68.10%
Oct 2019 – Oct 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return