Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPRU (Spruce Power Holding Corporation) | -42.04% | 55.26% | -23.60% | -46.87% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPRU (Spruce Power Holding Corporation) | 09/03/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.61 | 55.26 | -23.60 | -46.87 | NA | NA | NA | … | … | -42.04 | 72.05 | -31.00 | -39.88 | -72.24 | -86.05 | 138.73 | 1.53 |
| Sharpe Ratio | NA | 0.35 | -0.40 | -0.64 | NA | NA | NA | … | … | -1.16 | 0.74 | -0.70 | -0.59 | -0.84 | -1.11 | 1.73 | 1.17 |
| Standard Deviation(%) | NA | 97.04 | 74.26 | 77.64 | NA | NA | NA | … | … | 70.50 | 95.52 | 54.15 | 75.50 | 88.00 | 77.27 | 79.48 | 3.09 |
| Draw Down(%) | NA | 59.91 | 86.06 | 98.42 | NA | NA | NA | … | … | 59.91 | 62.94 | 51.90 | 72.15 | 78.57 | 86.56 | 30.04 | 1.01 |
| 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 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPRU (Spruce Power Holding Corporation) |
-71.45%
Dec 2020 – Dec 2023 |
-56.42%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPRU (Spruce Power Holding Corporation) |
-11.54%
Dec 2022 – Dec 2025 |
-42.80%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart