Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STLA (Stellantis N.V.) | -32.14% | -25.43% | -18.28% | -13.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STLA (Stellantis N.V.) | 07/22/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.88 | -25.43 | -18.28 | -13.50 | NA | NA | NA | … | … | -32.14 | -7.82 | -40.21 | 79.15 | -18.23 | 56.89 | 15.62 |
| Sharpe Ratio | NA | -0.48 | -0.45 | -0.32 | NA | NA | NA | … | … | -0.92 | -0.21 | -1.24 | 2.77 | -0.43 | 1.05 | 2.07 |
| Standard Deviation(%) | NA | 52.85 | 44.04 | 41.93 | NA | NA | NA | … | … | 60.59 | 52.01 | 35.34 | 27.58 | 46.00 | 44.70 | 32.54 |
| Draw Down(%) | NA | 47.77 | 74.96 | 74.96 | NA | NA | NA | … | … | 44.57 | 39.97 | 55.04 | 13.63 | 42.56 | 21.49 | 7.65 |
| Yield(%) | 0.00 | 0.00 | 5.13 | 4.80 | 5.19 | 3.46 | 2.60 | … | … | 0.00 | 6.05 | 7.17 | 10.10 | 5.74 | 2.96 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLA (Stellantis N.V.) |
-20.92%
Mar 2023 – Mar 2026 |
-11.02%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STLA (Stellantis N.V.) |
31.97%
Dec 2020 – Dec 2023 |
5.31%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart