Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIVN (Rivian Automotive, Inc.) | -20.19% | 9.24% | 4.28% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVN (Rivian Automotive, Inc.) | 11/10/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.02 | 9.24 | 4.28 | NA | NA | NA | NA | … | … | -20.19 | 57.14 | -41.82 | 27.29 | -82.23 | 2.94 |
| Sharpe Ratio | NA | 0.26 | 0.02 | NA | NA | NA | NA | … | … | -0.59 | 0.88 | -0.64 | 0.31 | -0.95 | 0.18 |
| Standard Deviation(%) | NA | 62.00 | 70.41 | NA | NA | NA | NA | … | … | 64.28 | 62.61 | 76.57 | 75.04 | 88.50 | 127.91 |
| Draw Down(%) | NA | 42.54 | 69.61 | NA | NA | NA | NA | … | … | 35.69 | 35.66 | 64.19 | 44.54 | 82.89 | 47.69 |
| 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 06/09/2026, Common starting date is 11/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVN (Rivian Automotive, Inc.) |
-49.57%
Dec 2021 – Dec 2024 |
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 |
|---|---|---|---|---|
| RIVN (Rivian Automotive, Inc.) |
8.56%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart