Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAR (Volato Group, Inc.) | -68.75% | -93.51% | -91.89% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/21/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAR (Volato Group, Inc.) | 01/21/2022 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.44 | -93.51 | -91.89 | NA | NA | NA | NA | … | … | -68.75 | -83.79 | -93.63 | -62.93 | 3.78 |
| Sharpe Ratio | NA | -0.60 | -0.55 | NA | NA | NA | NA | … | … | -0.55 | -0.61 | -0.57 | -0.44 | 0.46 |
| Standard Deviation(%) | NA | 160.53 | 172.05 | NA | NA | NA | NA | … | … | 172.95 | 141.74 | 174.62 | 154.08 | 5.62 |
| Draw Down(%) | NA | 97.73 | 99.99 | NA | NA | NA | NA | … | … | 81.94 | 86.10 | 95.77 | 88.97 | 2.00 |
| 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 |
Data as of 06/12/2026, Common starting date is 01/21/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAR (Volato Group, Inc.) |
-92.32%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| SOAR (Volato Group, Inc.) |
-79.11%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart