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
BESS (Bimergen Energy Corporation) NA -38.83% -4.40% -37.28% -22.83% -20.38% NA
Data as of 06/12/2026, Common starting date is 02/17/2011
More Performance Analytics Comparison
Name Start Date End Date
BESS (Bimergen Energy Corporation) 02/17/2011 06/12/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -38.83 -4.40 -37.28 -22.83 -20.38 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/12/2026, Common starting date is 02/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BESS (Bimergen Energy Corporation) -65.80%
May 2017 – May 2020
-53.70%
May 2015 – May 2020
-27.89%
Mar 2016 – Mar 2026
-22.80%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BESS (Bimergen Energy Corporation) 103.28%
Apr 2019 – Apr 2022
47.58%
Jan 2020 – Jan 2025
-5.63%
Jun 2011 – Jun 2021
-20.04%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return