Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWTN (NWTN Inc. Class B Ordinary Shares) | NA | 36.36% | -49.19% | -32.91% | NA | NA | NA | … | … |
Data as of 08/27/2025, Common starting date is 03/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWTN (NWTN Inc. Class B Ordinary Shares) | 03/20/2020 | 08/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 25.00 | 36.36 | -49.19 | -32.91 | NA | NA | NA | … | … | 92.86 | -87.02 | -27.49 | -9.22 | 17.61 | 7.49 |
| Sharpe Ratio | NA | 0.19 | -0.36 | -0.30 | NA | NA | NA | … | … | 0.97 | -0.62 | -0.49 | -0.08 | 0.31 | 1.32 |
| Standard Deviation(%) | NA | 172.59 | 146.01 | 117.28 | NA | NA | NA | … | … | 176.93 | 150.58 | 65.02 | 130.88 | 56.88 | 7.22 |
| Draw Down(%) | NA | 80.37 | 97.56 | 98.26 | NA | NA | NA | … | … | 65.22 | 92.97 | 41.90 | 82.63 | 42.39 | 3.09 |
| 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 08/27/2025, Common starting date is 03/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWTN (NWTN Inc. Class B Ordinary Shares) |
-68.63%
Mar 2022 – Mar 2025 |
-48.28%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWTN (NWTN Inc. Class B Ordinary Shares) |
4.08%
Apr 2020 – Apr 2023 |
-30.49%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart