Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMR (NuScale Power Corporation) | -15.31% | -61.53% | 15.74% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMR (NuScale Power Corporation) | 05/02/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | -61.53 | 15.74 | NA | NA | NA | NA | … | … | -15.31 | -17.18 | 493.01 | -67.93 | 2.60 |
| Sharpe Ratio | NA | -0.63 | 0.13 | NA | NA | NA | NA | … | … | -0.27 | -0.18 | 3.80 | -0.91 | 0.04 |
| Standard Deviation(%) | NA | 101.89 | 114.15 | NA | NA | NA | NA | … | … | 98.30 | 112.96 | 130.21 | 79.80 | 55.17 |
| Draw Down(%) | NA | 82.86 | 82.86 | NA | NA | NA | NA | … | … | 55.62 | 72.21 | 59.70 | 81.19 | 36.62 |
| 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 06/04/2026, Common starting date is 05/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMR (NuScale Power Corporation) |
6.04%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| SMR (NuScale Power Corporation) |
58.45%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart