Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VUZI (Vuzix Corporation) | -3.44% | 29.43% | -10.08% | -28.40% | -4.44% | -5.29% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VUZI (Vuzix Corporation) | 04/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -20.65 | 29.43 | -10.08 | -28.40 | -4.44 | -5.29 | NA | … | … | -3.44 | -14.72 | 151.20 | -42.58 | -58.02 | -4.52 | 351.74 | -58.21 | -23.04 | -8.09 | -10.41 | 74.08 | 11.51 | 4.27 | 0.00 | -28.57 | -41.67 |
| Sharpe Ratio | NA | 0.28 | -0.14 | -0.34 | -0.07 | NA | NA | … | … | -0.11 | -0.17 | 1.55 | -0.60 | -0.72 | -0.04 | 3.19 | -0.96 | -0.64 | -0.51 | -0.57 | 0.76 | -0.11 | -0.09 | -0.09 | -0.28 | -0.28 |
| Standard Deviation(%) | NA | 94.99 | 96.02 | 90.09 | 89.24 | NA | NA | … | … | 93.51 | 105.88 | 94.50 | 77.90 | 82.77 | 109.04 | 109.51 | 85.03 | 69.91 | 54.30 | 77.48 | 73.24 | 61.33 | 154.12 | 204.40 | 170.55 | 252.44 |
| Draw Down(%) | NA | 50.25 | 85.49 | 95.62 | 97.22 | NA | NA | … | … | 47.27 | 69.77 | 60.47 | 67.06 | 67.42 | 72.69 | 60.17 | 66.04 | 58.61 | 39.07 | 44.69 | 44.72 | 47.97 | 79.89 | 77.78 | 69.23 | 76.67 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUZI (Vuzix Corporation) |
-63.77%
Mar 2021 – Mar 2024 |
-38.11%
Mar 2021 – Mar 2026 |
-13.40%
May 2010 – May 2020 |
-8.18%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VUZI (Vuzix Corporation) |
66.62%
Mar 2018 – Mar 2021 |
37.41%
Apr 2016 – Apr 2021 |
14.19%
Mar 2011 – Mar 2021 |
-1.76%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart