Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VST (Vistra Corp.) | -4.60% | -10.54% | 85.70% | 57.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VST (Vistra Corp.) | 10/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.11 | -10.54 | 85.70 | 57.70 | NA | NA | NA | … | … | -4.60 | 17.66 | 261.53 | 70.74 | 5.06 | 19.58 | -11.97 | 2.46 | 24.95 | 18.19 | 16.62 |
| Sharpe Ratio | NA | -0.04 | 1.54 | 1.22 | NA | NA | NA | … | … | -0.07 | 0.22 | 4.58 | 2.33 | 0.11 | 0.45 | -0.23 | 0.05 | 0.89 | 0.74 | 2.60 |
| Standard Deviation(%) | NA | 48.75 | 55.86 | 48.36 | NA | NA | NA | … | … | 54.74 | 68.43 | 56.28 | 29.08 | 34.05 | 43.11 | 52.05 | 21.47 | 26.48 | 23.86 | 34.76 |
| Draw Down(%) | NA | 38.01 | 48.80 | 48.80 | NA | NA | NA | … | … | 25.13 | 48.80 | 34.86 | 12.66 | 22.16 | 32.64 | 45.81 | 20.95 | 17.29 | 18.72 | 16.82 |
| Yield(%) | 0.00 | 0.52 | 3.52 | 4.60 | 4.85 | 3.23 | 2.42 | … | … | 0.14 | 0.60 | 2.30 | 3.69 | 3.18 | 3.13 | 2.36 | 2.23 | 0.00 | 0.00 | 14.97 |
Data as of 06/04/2026, Common starting date is 10/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VST (Vistra Corp.) |
-11.29%
May 2018 – May 2021 |
1.95%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VST (Vistra Corp.) |
114.05%
Sep 2022 – Sep 2025 |
65.93%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart