Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IESVF (Invinity Energy Systems plc) | 74.07% | 104.35% | -6.21% | -25.94% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IESVF (Invinity Energy Systems plc) | 10/19/2020 | 06/09/2026 |
| 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 (%) | -9.62 | 104.35 | -6.21 | -25.94 | NA | NA | NA | … | … | 74.07 | 25.00 | -55.81 | -12.24 | -60.36 | -59.48 | 74.60 |
| Sharpe Ratio | NA | 1.57 | -0.01 | -0.22 | NA | NA | NA | … | … | 3.96 | 0.24 | -0.55 | -0.15 | -0.35 | -0.71 | 12.92 |
| Standard Deviation(%) | NA | 88.24 | 111.56 | 121.23 | NA | NA | NA | … | … | 96.02 | 95.47 | 115.08 | 112.85 | 177.81 | 84.39 | 113.81 |
| Draw Down(%) | NA | 47.37 | 84.88 | 94.88 | NA | NA | NA | … | … | 33.33 | 54.17 | 75.51 | 56.02 | 83.12 | 70.86 | 17.14 |
| 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 06/09/2026, Common starting date is 10/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IESVF (Invinity Energy Systems plc) |
-52.72%
Sep 2021 – Sep 2024 |
-38.42%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IESVF (Invinity Energy Systems plc) |
3.01%
May 2023 – May 2026 |
-27.58%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart