Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIASP (Via Renewables Inc) | 3.19% | 12.41% | 29.92% | 12.08% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIASP (Via Renewables Inc) | 03/10/2017 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 12.41 | 29.92 | 12.08 | NA | NA | NA | … | … | 3.19 | 22.82 | 26.05 | 8.25 | 0.79 | 11.77 | 7.11 | 51.21 | -21.42 | 16.52 |
| Sharpe Ratio | NA | 1.53 | 1.14 | 0.30 | NA | NA | NA | … | … | 0.80 | 1.86 | 0.61 | 0.08 | -0.04 | 1.36 | 0.09 | 3.85 | -1.02 | 1.92 |
| Standard Deviation(%) | NA | 6.99 | 29.85 | 31.93 | NA | NA | NA | … | … | 6.33 | 10.79 | 37.06 | 57.19 | 17.45 | 8.62 | 74.22 | 12.92 | 22.43 | 10.44 |
| Draw Down(%) | NA | 2.71 | 30.01 | 57.50 | NA | NA | NA | … | … | 1.59 | 8.18 | 27.68 | 57.50 | 7.16 | 3.08 | 58.88 | 4.06 | 26.93 | 5.24 |
| Yield(%) | 0.00 | 10.77 | 16.57 | 10.31 | 9.51 | 6.34 | 4.75 | … | … | 2.58 | 11.98 | 16.76 | 13.28 | 10.75 | 8.75 | 8.61 | 11.20 | 10.31 | 7.46 |
Data as of 06/08/2026, Common starting date is 03/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIASP (Via Renewables Inc) |
-10.84%
Apr 2020 – Apr 2023 |
-4.25%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIASP (Via Renewables Inc) |
48.68%
Apr 2023 – Apr 2026 |
21.01%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart