Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPOW (Sunrise New Energy Co., Ltd.) | -36.73% | -32.61% | -38.07% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPOW (Sunrise New Energy Co., Ltd.) | 08/10/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.62 | -32.61 | -38.07 | NA | NA | NA | NA | … | … | -36.73 | 15.12 | -23.15 | -60.44 | 33.82 |
| Sharpe Ratio | NA | -0.38 | -0.42 | NA | NA | NA | NA | … | … | -0.66 | 0.14 | -0.33 | -0.82 | 0.78 |
| Standard Deviation(%) | NA | 104.83 | 91.55 | NA | NA | NA | NA | … | … | 103.35 | 92.14 | 90.66 | 79.56 | 137.52 |
| Draw Down(%) | NA | 57.14 | 79.56 | NA | NA | NA | NA | … | … | 41.75 | 39.29 | 49.09 | 78.04 | 40.83 |
| 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 |
Data as of 06/09/2026, Common starting date is 08/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPOW (Sunrise New Energy Co., Ltd.) |
-37.75%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| EPOW (Sunrise New Energy Co., Ltd.) |
-23.60%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart