Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VATE (Innovate Corp) | 307.00% | 234.48% | -2.02% | -14.71% | -7.31% | -12.59% | NA | … | … |
Data as of 06/12/2026, Common starting date is 07/13/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VATE (Innovate Corp) | 07/13/2009 | 06/12/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.91 | 234.48 | -2.02 | -14.71 | -7.31 | -12.59 | NA | … | … | 307.00 | -8.50 | -59.55 | -34.22 | -49.46 | 17.49 | 49.93 | -17.80 | -55.63 | 0.34 | 12.10 | -37.25 | 195.79 | -73.78 | -14.14 | 1.28 | 117.39 | 43.75 |
| Sharpe Ratio | NA | 2.81 | -0.05 | -0.20 | -0.12 | NA | NA | … | … | 23.74 | -0.11 | -0.61 | -0.44 | -0.64 | 0.36 | 0.51 | -0.34 | -0.99 | -0.01 | 0.23 | -0.69 | 4.96 | -0.62 | -0.42 | 0.03 | 3.01 | 1.93 |
| Standard Deviation(%) | NA | 82.52 | 97.79 | 89.27 | 77.21 | NA | NA | … | … | 92.07 | 102.49 | 102.86 | 87.39 | 80.02 | 48.67 | 96.17 | 57.01 | 57.69 | 38.40 | 51.40 | 54.25 | 39.49 | 119.74 | 33.72 | 38.37 | 38.94 | 59.03 |
| Draw Down(%) | NA | 33.11 | 83.23 | 92.94 | 95.17 | NA | NA | … | … | 33.11 | 69.38 | 73.14 | 70.64 | 83.50 | 23.21 | 68.38 | 45.63 | 64.51 | 38.47 | 36.86 | 61.04 | 12.93 | 80.78 | 40.44 | 39.37 | 13.36 | 27.23 |
| Yield(%) | 0.00 | 14.18 | 13.20 | 4.29 | 2.23 | 0.42 | 1.14 | … | … | 15.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.25 | 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 06/12/2026, Common starting date is 07/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VATE (Innovate Corp) |
-55.04%
Sep 2021 – Sep 2024 |
-32.80%
Sep 2017 – Sep 2022 |
-26.29%
Sep 2012 – Sep 2022 |
-19.97%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VATE (Innovate Corp) |
30.00%
Sep 2009 – Sep 2012 |
12.54%
Sep 2013 – Sep 2018 |
-4.33%
Feb 2010 – Feb 2020 |
-10.61%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart