Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEVA-WT (Aeva Technologies, Inc. WT) | NA | 33.33% | -43.16% | NA | NA | NA | NA | … | … |
Data as of 01/28/2025, Common starting date is 02/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEVA-WT (Aeva Technologies, Inc. WT) | 02/27/2020 | 01/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.29 | 33.33 | -43.16 | NA | NA | NA | NA | … | … | 33.33 | 100.00 | -82.35 | -82.78 | -54.15 | 477.46 |
| Sharpe Ratio | NA | 0.11 | -0.19 | NA | NA | NA | NA | … | … | 31.30 | 0.31 | -0.35 | -0.46 | -0.45 | 5.44 |
| Standard Deviation(%) | NA | 236.55 | 247.38 | NA | NA | NA | NA | … | … | 176.03 | 297.20 | 249.48 | 183.79 | 121.62 | 126.56 |
| Draw Down(%) | NA | 84.93 | 98.82 | NA | NA | NA | NA | … | … | 25.00 | 84.93 | 96.67 | 84.76 | 75.73 | 51.58 |
| Yield(%) | 0.00 | 0.00 | 11.45 | 8.03 | 4.01 | 2.68 | 2.01 | … | … | 0.00 | 0.00 | 0.00 | 14.25 | 0.00 | 0.00 |
Data as of 01/28/2025, Common starting date is 02/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEVA-WT (Aeva Technologies, Inc. WT) |
-75.93%
Dec 2020 – Dec 2023 |
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 |
|---|---|---|---|---|
| AEVA-WT (Aeva Technologies, Inc. WT) |
-23.97%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart