Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WPRT (Westport Fuel Systems Inc.) 24.20% -31.10% -35.00% -18.76% -0.15% -15.32% NA
Data as of 06/04/2026, Common starting date is 08/15/2008
More Performance Analytics Comparison
Name Start Date End Date
WPRT (Westport Fuel Systems Inc.) 08/15/2008 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 2013 2012 2011 2010 2009 2008
Annualized Return (%) -2.50 -31.10 -35.00 -18.76 -0.15 -15.32 NA 24.20 -54.75 -43.35 759.74 -67.51 -55.53 124.89 78.20 -64.63 232.74 -43.78 -46.26 -80.93 -26.58 -19.65 79.48 59.93 127.06 -57.99
Sharpe Ratio NA -0.70 0.27 -0.19 -0.02 NA NA 1.58 -1.08 -0.97 3.19 -0.77 -0.61 1.05 1.07 -1.04 3.09 -0.52 -0.61 -1.30 -0.67 -0.34 1.24 1.06 1.57 -0.75
Standard Deviation(%) NA 48.19 144.10 123.50 106.14 NA NA 48.13 54.08 51.80 241.44 89.72 90.79 118.42 71.62 63.50 75.71 83.74 76.05 62.50 39.80 58.34 64.22 56.70 80.76 121.24
Draw Down(%) NA 61.69 86.75 90.24 94.57 NA NA 18.39 67.37 53.31 57.40 68.20 82.40 74.01 32.78 69.47 39.42 62.46 71.45 83.55 49.33 54.28 27.38 27.34 51.66 74.36
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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 08/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WPRT (Westport Fuel Systems Inc.) -65.21%
Jul 2013 – Jul 2016
-52.79%
Mar 2012 – Mar 2017
-31.18%
Apr 2013 – Apr 2023
-15.49%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WPRT (Westport Fuel Systems Inc.) 115.39%
Feb 2009 – Feb 2012
40.23%
Nov 2008 – Nov 2013
2.69%
Jan 2015 – Jan 2025
4.08%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return