Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAWH (Ascend Wellness Holdings Inc) | -25.00% | 86.21% | -8.72% | -43.66% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAWH (Ascend Wellness Holdings Inc) | 05/26/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 86.21 | -8.72 | -43.66 | NA | NA | NA | … | … | -25.00 | 82.05 | -61.00 | -13.04 | -82.48 | -31.53 |
| Sharpe Ratio | NA | 0.44 | -0.13 | -0.52 | NA | NA | NA | … | … | -0.44 | 0.66 | -0.83 | -0.24 | -1.24 | -0.89 |
| Standard Deviation(%) | NA | 128.95 | 102.21 | 88.30 | NA | NA | NA | … | … | 106.15 | 123.16 | 86.85 | 73.87 | 67.78 | 52.43 |
| Draw Down(%) | NA | 60.19 | 83.82 | 97.51 | NA | NA | NA | … | … | 42.67 | 50.53 | 79.77 | 67.43 | 83.09 | 54.13 |
| 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 |
Data as of 06/10/2026, Common starting date is 05/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAWH (Ascend Wellness Holdings Inc) |
-60.98%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAWH (Ascend Wellness Holdings Inc) |
-11.74%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart