Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALMU (Aeluma Inc.) | 29.88% | 17.43% | 100.90% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/16/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALMU (Aeluma Inc.) | 11/16/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.79 | 17.43 | 100.90 | NA | NA | NA | NA | … | … | 29.88 | 136.21 | 165.52 | 38.10 | 5.00 |
| Sharpe Ratio | NA | 0.15 | 0.78 | NA | NA | NA | NA | … | … | 0.62 | 1.25 | 1.27 | 0.28 | 3.37 |
| Standard Deviation(%) | NA | 127.85 | 117.79 | NA | NA | NA | NA | … | … | 139.74 | 109.03 | 129.88 | 120.67 | 14.14 |
| Draw Down(%) | NA | 55.37 | 55.37 | NA | NA | NA | NA | … | … | 52.73 | 50.08 | 37.28 | 49.65 | 0.00 |
| 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 |
Data as of 06/10/2026, Common starting date is 11/16/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMU (Aeluma Inc.) |
53.77%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALMU (Aeluma Inc.) |
101.46%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart