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
SLDPW (Solid Power Inc) -76.06% -15.00% -16.31% NA NA NA NA
Data as of 06/10/2026, Common starting date is 12/06/2021
More Performance Analytics Comparison
Name Start Date End Date
SLDPW (Solid Power Inc) 12/06/2021 06/10/2026
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 (%) 6.25 -15.00 -16.31 NA NA NA NA -76.06 114.29 163.16 -54.76 -81.50 -38.90
Sharpe Ratio NA 0.02 -0.11 NA NA NA NA -0.51 0.60 0.89 -0.42 -0.79 -0.46
Standard Deviation(%) NA 203.26 180.77 NA NA NA NA 192.19 190.78 178.64 142.68 104.43 217.35
Draw Down(%) NA 93.06 93.06 NA NA NA NA 84.37 73.33 59.09 89.92 86.99 58.73
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 06/10/2026, Common starting date is 12/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLDPW (Solid Power Inc) -58.52%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
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0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLDPW (Solid Power Inc) 19.13%
Dec 2022 – Dec 2025
0.00%
NA
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return