Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOBX (Mobix Labs, Inc.) | -15.93% | -67.10% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/18/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOBX (Mobix Labs, Inc.) | 12/18/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.81 | -67.10 | NA | NA | NA | NA | NA | … | … | -15.93 | -84.12 | -57.71 | -64.45 |
| Sharpe Ratio | NA | -0.30 | NA | NA | NA | NA | NA | … | … | -0.12 | -0.85 | -0.42 | -0.21 |
| Standard Deviation(%) | NA | 239.93 | NA | NA | NA | NA | NA | … | … | 347.99 | 102.27 | 147.77 | 491.28 |
| Draw Down(%) | NA | 87.60 | NA | NA | NA | NA | NA | … | … | 84.46 | 84.12 | 86.70 | 64.45 |
| Yield(%) | 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 12/18/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOBX (Mobix Labs, 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 |
|---|---|---|---|---|
| MOBX (Mobix Labs, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart