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
ELVA (Electrovaya Inc.) 17.72% 158.33% 36.58% 9.34% 3.18% -0.09% 12.23%
Data as of 06/10/2026, Common starting date is 08/10/2004
More Performance Analytics Comparison
Name Start Date End Date
ELVA (Electrovaya Inc.) 08/10/2004 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 2005 2004
Annualized Return (%) -17.55 158.33 36.58 9.34 3.18 -0.09 12.23 17.72 221.77 -19.93 -17.30 2.28 -38.69 704.36 44.82 -80.58 -66.92 214.15 -19.44 -23.37 120.33 -53.29 -71.28 256.49 319.40 -72.12 371.43 -54.84 -33.36 -22.72
Sharpe Ratio NA 2.66 0.59 0.14 0.02 NA NA 0.99 3.12 -0.46 -0.37 0.01 -0.49 6.76 0.41 -0.73 -0.82 1.86 -0.16 -0.20 0.64 -0.42 -0.57 2.22 1.85 -0.18 1.76 -0.32 -0.21 -0.31
Standard Deviation(%) NA 82.55 69.17 67.71 84.90 NA NA 85.85 72.02 58.13 58.66 69.12 78.66 103.20 104.95 112.23 82.24 114.36 124.17 114.30 185.31 129.50 125.89 114.71 172.45 415.31 211.58 182.86 170.41 156.80
Draw Down(%) NA 44.42 64.19 67.83 96.89 NA NA 35.53 44.42 56.04 54.92 53.33 65.65 38.85 53.20 80.77 78.45 60.51 58.75 53.97 41.18 66.98 79.95 49.97 49.73 94.39 37.82 60.31 50.56 24.59
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 0.00 0.00
Data as of 06/10/2026, Common starting date is 08/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELVA (Electrovaya Inc.) -60.51%
Sep 2016 – Sep 2019
-34.07%
Dec 2013 – Dec 2018
-26.40%
May 2010 – May 2020
-11.72%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELVA (Electrovaya Inc.) 155.86%
Mar 2007 – Mar 2010
63.69%
Jul 2006 – Jul 2011
31.17%
Sep 2006 – Sep 2016
12.92%
Sep 2006 – Sep 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return