Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKAR (Innovation Shares NextGen Vehicles and Technology) | NA | -100.00% | -100.00% | NA | NA | NA | NA | … | … |
Data as of 01/23/2023, Common starting date is 02/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKAR (Innovation Shares NextGen Vehicles and Technology) | 02/14/2018 | 01/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | NA | NA | NA | NA | … | … | -100.00 | -28.59 | 15.81 | 62.35 | 20.58 | -24.99 |
| Sharpe Ratio | NA | -0.88 | 0.35 | NA | NA | NA | NA | … | … | 1.61 | -0.94 | 0.78 | 1.66 | 1.11 | -1.40 |
| Standard Deviation(%) | NA | 31.45 | 30.62 | NA | NA | NA | NA | … | … | 1.10 | 31.92 | 20.21 | 37.32 | 17.45 | 20.89 |
| Draw Down(%) | NA | 100.00 | 100.00 | NA | NA | NA | NA | … | … | 100.00 | 35.17 | 12.78 | 39.78 | 17.52 | 31.43 |
| Yield(%) | 0.00 | 3.11 | 2.70 | 2.21 | 1.11 | 0.74 | 0.55 | … | … | 0.34 | 2.61 | 1.37 | 0.74 | 1.33 | 2.50 |
Data as of 01/23/2023, Common starting date is 02/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKAR (Innovation Shares NextGen Vehicles and Technology) |
12.38%
Dec 2019 – Dec 2022 |
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 |
|---|---|---|---|---|
| EKAR (Innovation Shares NextGen Vehicles and Technology) |
32.54%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart