Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHPT (ChargePoint Holdings, Inc.) | -3.61% | -60.98% | -66.99% | -59.14% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHPT (ChargePoint Holdings, Inc.) | 09/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.90 | -60.98 | -66.99 | -59.14 | NA | NA | NA | … | … | -3.61 | -66.92 | -54.27 | -75.45 | -49.97 | 43.99 | 27.83 |
| Sharpe Ratio | NA | -0.71 | -0.83 | -0.76 | NA | NA | NA | … | … | 0.29 | -0.87 | -0.70 | -0.92 | -0.60 | 0.31 | 4.20 |
| Standard Deviation(%) | NA | 69.33 | 83.19 | 80.36 | NA | NA | NA | … | … | 66.19 | 80.52 | 82.95 | 86.22 | 86.54 | 117.16 | 92.58 |
| Draw Down(%) | NA | 72.50 | 97.69 | 99.37 | NA | NA | NA | … | … | 37.27 | 70.98 | 54.85 | 86.10 | 59.83 | 50.24 | 18.33 |
| 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 |
Data as of 06/10/2026, Common starting date is 09/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHPT (ChargePoint Holdings, Inc.) |
-71.48%
Mar 2023 – Mar 2026 |
-60.93%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHPT (ChargePoint Holdings, Inc.) |
-46.11%
Feb 2021 – Feb 2024 |
-52.65%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart