Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WKHS (Workhorse Group Inc.) | -35.56% | -69.63% | -89.08% | -84.90% | -59.05% | -45.18% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WKHS (Workhorse Group Inc.) | 06/02/2010 | 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 (%) | -14.36 | -69.63 | -89.08 | -84.90 | -59.05 | -45.18 | NA | … | … | -35.56 | -95.15 | -90.28 | -76.32 | -65.14 | -77.96 | 550.66 | 475.76 | -79.37 | -63.74 | -8.90 | 400.00 | -8.82 | -29.17 | -45.45 | -51.11 | -10.89 |
| Sharpe Ratio | NA | -0.56 | -0.80 | -0.83 | -0.54 | NA | NA | … | … | -0.67 | -0.74 | -0.77 | -0.96 | -0.71 | -0.68 | 4.64 | 2.95 | -1.02 | -0.75 | -0.11 | 3.11 | -0.07 | -0.19 | -0.19 | -0.26 | -0.12 |
| Standard Deviation(%) | NA | 128.27 | 116.04 | 104.85 | 110.37 | NA | NA | … | … | 98.98 | 131.90 | 122.21 | 83.43 | 93.48 | 115.00 | 117.54 | 161.00 | 79.01 | 86.32 | 80.50 | 128.44 | 132.71 | 155.16 | 243.03 | 196.16 | 152.79 |
| Draw Down(%) | NA | 95.59 | 99.94 | 100.00 | 100.00 | NA | NA | … | … | 59.79 | 96.14 | 91.94 | 85.94 | 73.03 | 89.45 | 60.70 | 52.60 | 87.16 | 73.65 | 49.26 | 55.13 | 64.18 | 81.17 | 81.63 | 76.09 | 49.50 |
| 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 06/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKHS (Workhorse Group Inc.) |
-91.83%
Feb 2023 – Feb 2026 |
-86.34%
Jan 2021 – Jan 2026 |
-59.82%
Mar 2016 – Mar 2026 |
-44.61%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKHS (Workhorse Group Inc.) |
124.33%
Jan 2018 – Jan 2021 |
55.71%
Jun 2015 – Jun 2020 |
19.05%
Jan 2011 – Jan 2021 |
-36.62%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart