Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVTL (Vertical Aerospace Ltd.) | -59.47% | -56.19% | -52.30% | -53.41% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVTL (Vertical Aerospace Ltd.) | 11/02/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -20.00 | -56.19 | -52.30 | -53.41 | NA | NA | NA | … | … | -59.47 | -56.28 | 124.64 | -79.65 | -51.85 | -29.95 | 4.25 |
| Sharpe Ratio | NA | -0.60 | -0.51 | -0.54 | NA | NA | NA | … | … | -0.98 | -0.51 | 1.04 | -0.91 | -0.46 | -0.71 | 3.50 |
| Standard Deviation(%) | NA | 98.57 | 109.93 | 103.88 | NA | NA | NA | … | … | 92.41 | 116.29 | 114.67 | 92.02 | 115.28 | 42.35 | 8.32 |
| Draw Down(%) | NA | 72.25 | 89.90 | 98.43 | NA | NA | NA | … | … | 69.76 | 77.11 | 68.73 | 81.71 | 72.72 | 45.17 | 0.99 |
| 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 |
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTL (Vertical Aerospace Ltd.) |
-63.61%
Mar 2022 – Mar 2025 |
-53.15%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTL (Vertical Aerospace Ltd.) |
-38.95%
Jan 2023 – Jan 2026 |
-44.42%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart