Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CELH (Celsius Holdings, Inc.) | -37.98% | -33.33% | -41.83% | -14.41% | 27.44% | 36.73% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CELH (Celsius Holdings, Inc.) | 01/22/2007 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.46 | -33.33 | -41.83 | -14.41 | 27.44 | 36.73 | NA | … | … | -37.98 | 73.08 | -51.47 | -47.60 | 39.52 | 48.22 | 941.61 | 39.19 | -33.90 | 114.29 | 26.29 | 288.00 | 47.06 | 70.00 | -4.76 | -50.00 | -91.70 | 532.50 | -75.00 | -92.00 | 0.00 |
| Sharpe Ratio | NA | -0.56 | -0.51 | -0.25 | 0.33 | NA | NA | … | … | -1.28 | 1.11 | -0.94 | -0.42 | 0.45 | 0.64 | 9.40 | 0.26 | -1.10 | 1.44 | -0.15 | 2.61 | 0.20 | 0.29 | -0.12 | -0.31 | -1.00 | 3.53 | -0.50 | -0.83 | NA |
| Standard Deviation(%) | NA | 57.99 | 88.53 | 82.83 | 77.05 | NA | NA | … | … | 55.16 | 64.83 | 61.95 | 124.82 | 85.14 | 74.77 | 99.12 | 60.65 | 50.26 | 66.26 | 50.78 | 103.17 | 144.25 | 180.15 | 200.91 | 222.36 | 110.46 | 145.69 | 187.71 | 140.27 | 0.00 |
| Draw Down(%) | NA | 57.22 | 89.63 | 89.63 | 89.63 | NA | NA | … | … | 51.05 | 41.54 | 73.30 | 76.08 | 46.08 | 41.93 | 51.58 | 37.35 | 47.39 | 31.16 | 29.28 | 53.70 | 61.82 | 48.33 | 55.56 | 75.00 | 93.48 | 70.59 | 87.50 | 96.44 | 0.00 |
| 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 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CELH (Celsius Holdings, Inc.) |
-68.55%
Oct 2009 – Oct 2012 |
-66.91%
Feb 2007 – Feb 2012 |
-24.83%
Feb 2007 – Feb 2017 |
0.09%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CELH (Celsius Holdings, Inc.) |
196.47%
Sep 2019 – Sep 2022 |
117.13%
Oct 2016 – Oct 2021 |
87.01%
May 2013 – May 2023 |
40.69%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart