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
LAZRQ (Luminar Technologies Inc. Class A) NA -99.64% -94.06% -86.03% NA NA NA
Data as of 04/07/2026, Common starting date is 03/25/2019
More Performance Analytics Comparison
Name Start Date End Date
LAZRQ (Luminar Technologies Inc. Class A) 03/25/2019 04/07/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -99.64 -94.06 -86.03 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/07/2026, Common starting date is 03/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LAZRQ (Luminar Technologies Inc. Class A) -93.25%
Mar 2023 – Mar 2026
-84.76%
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
LAZRQ (Luminar Technologies Inc. Class A) 7.96%
Apr 2019 – Apr 2022
-30.20%
May 2019 – May 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return