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
SPWRQ (SunPower Corporation) NA -99.75% -91.34% -74.38% -53.99% -39.75% NA
Data as of 09/25/2024, Common starting date is 11/17/2005
More Performance Analytics Comparison
Name Start Date End Date
SPWRQ (SunPower Corporation) 11/17/2005 09/25/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -99.75 -91.34 -74.38 -53.99 -39.75 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/25/2024, Common starting date is 11/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPWRQ (SunPower Corporation) -85.93%
Aug 2021 – Aug 2024
-65.64%
Aug 2019 – Aug 2024
-47.57%
Aug 2014 – Aug 2024
-33.17%
Aug 2009 – Aug 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPWRQ (SunPower Corporation) 90.34%
Jul 2012 – Jul 2015
35.98%
Oct 2016 – Oct 2021
18.27%
Aug 2012 – Aug 2022
2.02%
Jan 2006 – Jan 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return