Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GWH (ESS Tech, Inc.) -51.60% -28.35% -64.03% NA NA NA NA
Data as of 06/05/2026, Common starting date is 10/11/2021
More Performance Analytics Comparison
Name Start Date End Date
GWH (ESS Tech, Inc.) 10/11/2021 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
Annualized Return (%) -9.90 -28.35 -64.03 NA NA NA NA -51.60 -68.37 -61.97 -53.09 -78.76 9.79
Sharpe Ratio NA -0.18 -0.48 NA NA NA NA -0.87 -0.35 -0.71 -0.58 -0.82 0.26
Standard Deviation(%) NA 172.37 141.09 NA NA NA NA 97.18 203.96 97.63 100.05 97.49 199.77
Draw Down(%) NA 91.49 97.41 NA NA NA NA 61.69 87.38 74.69 68.27 82.00 52.10
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 06/05/2026, Common starting date is 10/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GWH (ESS Tech, Inc.) -72.03%
Aug 2022 – Aug 2025
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
GWH (ESS Tech, Inc.) -59.01%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return