Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEDG (SolarEdge Technologies, Inc.) | 153.52% | 318.66% | -37.11% | -21.27% | 13.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEDG (SolarEdge Technologies, Inc.) | 03/27/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 318.66 | -37.11 | -21.27 | 13.01 | NA | NA | … | … | 153.52 | 123.90 | -85.26 | -66.96 | 0.96 | -12.08 | 235.60 | 168.55 | -6.52 | 202.82 | -55.98 | 33.70 |
| Sharpe Ratio | NA | 3.45 | -0.41 | -0.29 | 0.16 | NA | NA | … | … | 9.71 | 1.13 | -1.01 | -1.08 | -0.01 | -0.19 | 2.78 | 3.30 | -0.14 | 4.47 | -1.03 | 0.57 |
| Standard Deviation(%) | NA | 103.63 | 95.88 | 84.14 | 73.62 | NA | NA | … | … | 100.85 | 109.89 | 91.50 | 65.97 | 70.47 | 62.31 | 84.24 | 51.36 | 56.30 | 45.53 | 54.42 | 80.40 |
| Draw Down(%) | NA | 37.26 | 96.46 | 97.16 | 97.16 | NA | NA | … | … | 27.07 | 41.01 | 88.82 | 79.55 | 47.08 | 44.25 | 51.14 | 18.45 | 51.26 | 15.49 | 58.53 | 63.36 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEDG (SolarEdge Technologies, Inc.) |
-63.63%
Oct 2021 – Oct 2024 |
-38.16%
Dec 2020 – Dec 2025 |
-7.13%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEDG (SolarEdge Technologies, Inc.) |
109.22%
Oct 2018 – Oct 2021 |
91.70%
Oct 2016 – Oct 2021 |
13.33%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart