Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TGEN (Tecogen Inc) | 39.68% | 30.43% | 81.71% | 32.34% | 4.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGEN (Tecogen Inc) | 05/21/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.32 | 30.43 | 81.71 | 32.34 | 4.67 | NA | NA | … | … | 39.68 | 252.38 | 81.48 | -35.20 | 4.17 | -1.64 | -42.45 | -41.60 | 34.44 | -35.71 | 20.00 | -32.95 | -64.73 |
| Sharpe Ratio | NA | 0.22 | 0.71 | 0.28 | 0.02 | NA | NA | … | … | 0.57 | 1.97 | 0.85 | -0.45 | 0.03 | -0.02 | -0.45 | -0.75 | 0.68 | -0.72 | 0.24 | -0.57 | -0.79 |
| Standard Deviation(%) | NA | 122.21 | 107.43 | 100.57 | 85.94 | NA | NA | … | … | 127.63 | 130.14 | 86.62 | 88.17 | 97.78 | 79.35 | 95.06 | 57.59 | 48.73 | 50.58 | 82.04 | 57.42 | 103.27 |
| Draw Down(%) | NA | 83.43 | 83.43 | 83.43 | 87.67 | NA | NA | … | … | 63.90 | 61.06 | 25.26 | 40.94 | 46.55 | 53.78 | 70.00 | 49.02 | 28.16 | 45.54 | 36.97 | 49.55 | 77.93 |
| 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 |
Data as of 06/04/2026, Common starting date is 05/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGEN (Tecogen Inc) |
-41.98%
May 2017 – May 2020 |
-31.23%
May 2015 – May 2020 |
-20.96%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGEN (Tecogen Inc) |
110.10%
Sep 2022 – Sep 2025 |
64.24%
Jul 2020 – Jul 2025 |
9.83%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart