Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUNE (SUNation Energy Inc.) | 9.71% | -28.48% | -98.22% | -93.40% | -77.50% | -62.82% | -55.30% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUNE (SUNation Energy Inc.) | 12/31/1997 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.91 | -28.48 | -98.22 | -93.40 | -77.50 | -62.82 | -55.30 | … | … | 9.71 | -99.79 | -99.41 | -74.59 | -65.05 | 11.11 | -72.33 | 205.24 | -42.30 | -20.16 | -3.30 | -72.65 | 54.39 | 327.67 | -1.98 | -63.54 | -16.13 | -3.06 | -83.77 | 126.90 | 77.49 | 68.72 | 38.58 | 28.51 | 113.26 | -63.33 | -20.37 | 47.51 | -43.37 | 0.00 |
| Sharpe Ratio | NA | -0.26 | -0.48 | -0.52 | -0.56 | NA | NA | … | … | 0.13 | -0.40 | -0.44 | -1.09 | -0.40 | 1.05 | -0.53 | 3.07 | -0.77 | -0.47 | -0.06 | -0.66 | 0.91 | 4.91 | -0.03 | -1.01 | -0.32 | -0.05 | -0.91 | 2.37 | 1.40 | 1.52 | 0.81 | 0.48 | 1.02 | -0.39 | -0.26 | 0.48 | -0.53 | NA |
| Standard Deviation(%) | NA | 120.71 | 213.10 | 182.73 | 140.24 | NA | NA | … | … | 169.15 | 256.57 | 235.95 | 72.29 | 167.80 | 10.54 | 136.16 | 66.35 | 57.07 | 44.26 | 60.50 | 110.01 | 59.69 | 66.69 | 79.13 | 62.91 | 50.42 | 67.35 | 92.98 | 52.51 | 53.05 | 43.83 | 46.37 | 57.55 | 109.50 | 169.75 | 94.42 | 92.41 | 88.33 | 0.00 |
| Draw Down(%) | NA | 64.35 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 64.35 | 99.79 | 99.47 | 76.59 | 88.06 | 0.00 | 74.90 | 35.09 | 51.98 | 31.61 | 52.84 | 91.22 | 40.08 | 36.79 | 72.24 | 74.23 | 44.04 | 42.32 | 88.13 | 20.76 | 44.02 | 27.83 | 36.99 | 36.97 | 71.44 | 91.05 | 70.60 | 51.59 | 83.96 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.00 | 0.95 | 2.03 | 0.56 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.00 | 0.64 | 0.89 | 1.16 | 3.40 | 4.97 | 1.66 | 4.60 | 9.49 | 11.81 | 2.70 | 1.15 | 1.70 | 0.28 | 0.51 | 0.83 | 1.10 | 0.55 | 1.56 | 0.02 | 0.05 | 0.91 | 2.45 | 1.18 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNE (SUNation Energy Inc.) |
-98.65%
Oct 2022 – Oct 2025 |
-93.62%
Jan 2021 – Jan 2026 |
-79.91%
May 2015 – May 2025 |
-63.61%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUNE (SUNation Energy Inc.) |
183.03%
May 2012 – May 2015 |
104.66%
Sep 2001 – Sep 2006 |
26.03%
Sep 1998 – Sep 2008 |
14.20%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart