Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGEN (Tecogen Inc) | 425.17% | 929.33% | 85.99% | 59.75% | 6.20% | NA | NA | -5.74% |
Data as of 07/18/2025, AR inception is 05/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGEN (Tecogen Inc) | 05/21/2014 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.65 | 929.33 | 85.99 | 59.75 | 6.20 | NA | NA | -5.74 | 425.17 | 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 | 7.69 | 0.83 | 0.59 | 0.06 | NA | NA | -0.08 | 14.17 | 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 | 120.37 | 99.68 | 97.34 | 82.84 | NA | NA | 82.71 | 145.20 | 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 | 49.85 | 58.55 | 73.53 | 89.27 | NA | NA | 96.97 | 49.85 | 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 07/18/2025, AR inception 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) |
81.89%
Jun 2022 - Jun 2025 |
57.57%
Jun 2020 - Jun 2025 |
5.19%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart