Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVGIF (EverGen Infrastructure Corp) | -11.11% | -22.58% | -51.24% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVGIF (EverGen Infrastructure Corp) | 12/01/2021 | 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 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.58 | -51.24 | NA | NA | NA | NA | … | … | -11.11 | -78.13 | -52.63 | 23.58 | -49.92 | -25.49 |
| Sharpe Ratio | NA | -0.29 | -0.78 | NA | NA | NA | NA | … | … | -0.41 | -0.82 | -1.48 | 0.43 | -0.68 | -1.67 |
| Standard Deviation(%) | NA | 86.70 | 70.58 | NA | NA | NA | NA | … | … | 64.56 | 99.71 | 40.20 | 45.27 | 75.23 | 57.98 |
| Draw Down(%) | NA | 52.27 | 91.21 | NA | NA | NA | NA | … | … | 33.33 | 81.90 | 52.63 | 44.53 | 64.31 | 25.49 |
| 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 |
Data as of 06/09/2026, Common starting date is 12/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVGIF (EverGen Infrastructure Corp) |
-52.78%
Apr 2023 – Apr 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 |
|---|---|---|---|---|
| EVGIF (EverGen Infrastructure Corp) |
-35.52%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart