Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLGNW (Heliogen Inc.) | NA | -85.40% | NA | NA | NA | NA | NA | … | … |
Data as of 12/04/2024, Common starting date is 11/06/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLGNW (Heliogen Inc.) | 11/06/2023 | 12/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 33.33 | -85.40 | NA | NA | NA | NA | NA | … | … | -80.00 | -46.24 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.66 | -0.06 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 629.98 | 1,758.25 |
| Draw Down(%) | NA | 100.00 | NA | NA | NA | NA | NA | … | … | 100.00 | 94.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 12/04/2024, Common starting date is 11/06/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGNW (Heliogen 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 |
|---|---|---|---|---|
| HLGNW (Heliogen Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart