Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSI (Beam Global) | NA | 970.28% | 95.54% | 57.21% | 10.61% | NA | NA | … | … |
Data as of 01/22/2021, Common starting date is 05/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSI (Beam Global) | 05/03/2010 | 01/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.37 | 970.28 | 95.54 | 57.21 | 10.61 | NA | NA | … | … | -10.83 | 1,483.26 | -52.21 | 30.00 | 4.17 | 10.77 | -7.14 | -22.22 | 5.88 | -26.41 | -45.00 | 15.07 |
| Sharpe Ratio | NA | 8.15 | 0.98 | 0.60 | 0.10 | NA | NA | … | … | -0.59 | 12.63 | -1.02 | 0.10 | -0.19 | -0.23 | -0.23 | -0.24 | -0.10 | -0.40 | -0.57 | 0.02 |
| Standard Deviation(%) | NA | 119.03 | 96.20 | 93.47 | 113.53 | NA | NA | … | … | 148.21 | 116.06 | 74.18 | 87.36 | 81.40 | 102.07 | 112.86 | 172.11 | 131.82 | 112.79 | 110.79 | 100.33 |
| Draw Down(%) | NA | 47.99 | 81.33 | 81.33 | 91.34 | NA | NA | … | … | 24.36 | 47.99 | 64.36 | 61.90 | 42.14 | 26.00 | 45.00 | 66.19 | 55.86 | 69.74 | 75.61 | 61.54 |
| 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 |
Data as of 01/22/2021, Common starting date is 05/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSI (Beam Global) |
-40.58%
Feb 2011 – Feb 2014 |
-29.78%
Feb 2011 – Feb 2016 |
-8.41%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSI (Beam Global) |
114.27%
Dec 2017 – Dec 2020 |
62.56%
Dec 2015 – Dec 2020 |
13.39%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart