Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIA (Via Renewables Inc) | NA | 0.46% | -38.98% | -40.55% | -28.75% | -12.71% | NA | -13.69% |
Data as of 06/13/2024, AR inception is 12/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIA (Via Renewables Inc) | 12/06/2005 | 06/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.71 | 0.46 | -38.98 | -40.55 | -28.75 | -12.71 | NA | -13.69 | 16.91 | -62.23 | -51.37 | -54.81 | -18.43 | -7.46 | -10.01 | -40.05 | -12.61 | 64.36 | 4.37 | 18.31 | 47.24 | 56.56 | -54.25 | 7.24 | 2.52 | -9.71 |
| Sharpe Ratio | NA | -0.05 | -0.71 | -0.57 | -0.56 | NA | NA | -0.33 | 1.73 | -0.73 | -1.31 | -0.23 | -0.60 | -0.24 | -0.25 | -1.24 | -0.66 | 3.22 | 0.22 | 0.59 | 2.00 | 1.33 | -0.97 | 0.18 | -0.03 | -4.69 |
| Standard Deviation(%) | NA | 68.05 | 78.67 | 73.61 | 53.32 | NA | NA | 43.78 | 21.74 | 91.43 | 40.48 | 137.61 | 32.86 | 33.75 | 40.61 | 32.21 | 19.00 | 19.99 | 19.57 | 30.98 | 23.56 | 42.44 | 56.66 | 23.92 | 22.36 | 17.22 |
| Draw Down(%) | NA | 50.46 | 95.22 | 96.52 | 98.38 | NA | NA | 98.38 | 4.10 | 84.15 | 54.32 | 61.79 | 29.64 | 41.14 | 28.28 | 46.23 | 22.39 | 6.79 | 15.05 | 23.40 | 11.80 | 33.48 | 70.24 | 17.42 | 24.03 | 10.91 |
| Yield(%) | 0.00 | 0.00 | 3.79 | 1.05 | 0.82 | 3.20 | 1.30 | 1.45 | 0.00 | 3.50 | 6.34 | 3.25 | 2.30 | 2.02 | 2.78 | 2.03 | 1.48 | 2.04 | 2.55 | 1.95 | 1.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2024, AR inception is 12/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIA (Via Renewables Inc) |
-65.52%
Oct 2020 - Oct 2023 |
-50.90%
Oct 2018 - Oct 2023 |
-29.58%
Oct 2013 - Oct 2023 |
-19.42%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIA (Via Renewables Inc) |
49.17%
Jan 2009 - Jan 2012 |
41.12%
Feb 2009 - Feb 2014 |
9.77%
Jan 2009 - Jan 2019 |
-8.18%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart