Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEV (GE Vernova Inc.) | 40.98% | 92.12% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEV (GE Vernova Inc.) | 03/27/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.11 | 92.12 | NA | NA | NA | NA | NA | … | … | 40.98 | 99.02 | 150.80 |
| Sharpe Ratio | NA | 1.89 | NA | NA | NA | NA | NA | … | … | 2.74 | 1.64 | 4.85 |
| Standard Deviation(%) | NA | 47.98 | NA | NA | NA | NA | NA | … | … | 46.71 | 59.04 | 47.61 |
| Draw Down(%) | NA | 18.78 | NA | NA | NA | NA | NA | … | … | 18.78 | 38.29 | 13.60 |
| Yield(%) | 0.00 | 0.31 | 0.51 | 0.30 | 0.15 | 0.10 | 0.08 | … | … | 0.15 | 0.22 | 0.19 |
Data as of 06/09/2026, Common starting date is 03/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEV (GE Vernova Inc.) |
0.00%
NA |
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 |
|---|---|---|---|---|
| GEV (GE Vernova Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart