Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STEM (Stem, Inc.) | -39.07% | -16.64% | -56.50% | -57.27% | -0.46% | -29.04% | -27.39% | … | … |
Data as of 06/04/2026, Common starting date is 03/25/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STEM (Stem, Inc.) | 03/25/1992 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.19 | -16.64 | -56.50 | -57.27 | -0.46 | -29.04 | -27.39 | … | … | -39.07 | -93.33 | -84.79 | -56.60 | -52.87 | 1,382.03 | -55.32 | -23.58 | -24.54 | 98.78 | -92.41 | -14.29 | -7.35 | -9.33 | -43.40 | -23.19 | -18.44 | 113.64 | 81.65 | -68.77 | 39.60 | 70.22 | 0.00 | -63.28 | -55.56 | -47.45 | 280.56 | -63.27 | 58.06 | -20.51 |
| Sharpe Ratio | NA | 0.03 | -0.45 | -0.51 | -0.09 | NA | NA | … | … | -0.77 | -0.28 | -0.67 | -0.72 | -0.56 | 0.19 | -0.72 | -0.39 | -0.53 | 0.95 | -0.99 | -0.30 | -0.09 | -0.09 | -0.92 | -0.45 | -0.26 | 1.08 | 0.67 | -0.68 | 0.30 | 0.38 | -0.03 | -0.64 | -0.88 | -0.80 | 4.39 | -0.91 | 0.82 | -0.44 |
| Standard Deviation(%) | NA | 119.41 | 127.62 | 112.97 | 203.90 | NA | NA | … | … | 88.49 | 347.71 | 136.60 | 84.72 | 96.77 | 369.66 | 77.05 | 60.80 | 46.19 | 104.82 | 93.18 | 48.15 | 87.47 | 113.25 | 50.51 | 59.00 | 79.81 | 104.63 | 120.81 | 103.46 | 126.73 | 173.89 | 110.10 | 104.25 | 66.84 | 62.93 | 62.97 | 72.59 | 68.20 | 62.90 |
| Draw Down(%) | NA | 72.31 | 96.05 | 99.22 | 99.22 | NA | NA | … | … | 59.83 | 98.74 | 92.01 | 77.67 | 67.41 | 52.54 | 72.46 | 63.68 | 41.21 | 47.37 | 93.21 | 47.92 | 65.10 | 61.62 | 57.39 | 55.22 | 57.99 | 50.40 | 50.00 | 86.72 | 72.29 | 84.88 | 67.86 | 79.85 | 66.09 | 59.06 | 21.95 | 63.27 | 33.33 | 43.59 |
| 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 | 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 03/25/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEM (Stem, Inc.) |
-75.53%
Sep 2021 – Sep 2024 |
-64.01%
Jun 2011 – Jun 2016 |
-48.53%
Jul 2006 – Jul 2016 |
-39.66%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STEM (Stem, Inc.) |
103.68%
Oct 2020 – Oct 2023 |
31.83%
Oct 2002 – Oct 2007 |
8.99%
Jun 1999 – Jun 2009 |
-5.80%
May 1992 – May 2007 |
Annualized Rolling Returns Comparison Chart