Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BEEMW (Beam Global) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 04/29/2024, Common starting date is 04/16/2019
More Performance Analytics Comparison
Name Start Date End Date
BEEMW (Beam Global) 04/16/2019 04/29/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) NA -100.00 -100.00 -100.00 NA NA NA -100.00 -82.15 -21.93 -80.93 5,749.78 4.09
Sharpe Ratio NA -0.31 -0.39 -0.19 NA NA NA -0.20 -0.55 -0.13 -0.59 31.27 0.03
Standard Deviation(%) NA 325.12 225.08 207.62 NA NA NA 509.99 157.49 175.16 136.11 180.86 171.53
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 90.59 75.03 81.17 67.45 55.55
Yield(%) NA 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 04/29/2024, Common starting date is 04/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEEMW (Beam Global) -74.43%
Mar 2021 – Mar 2024
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
BEEMW (Beam Global) 134.35%
Nov 2019 – Nov 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return