Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFOI (Energy Focus, Inc.) | 42.86% | 77.42% | 5.63% | -37.00% | -78.57% | -63.97% | -59.18% | … | … |
Data as of 06/10/2026, Common starting date is 08/18/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFOI (Energy Focus, Inc.) | 08/18/1994 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.73 | 77.42 | 5.63 | -37.00 | -78.57 | -63.97 | -59.18 | … | … | 42.86 | 89.08 | -21.19 | -32.59 | -92.51 | 5.96 | -100.00 | -24.19 | -74.69 | -42.35 | -69.09 | 178.90 | 4.89 | 193.75 | -20.00 | -78.95 | 48.44 | -44.35 | -84.14 | 11.37 | -23.86 | -14.84 | 47.65 | 92.63 | 13.87 | -58.32 | 29.35 | 43.75 | -28.89 | 28.57 | 12.90 | -32.61 | 12.20 |
| Sharpe Ratio | NA | 0.55 | 0.04 | -0.33 | -0.22 | NA | NA | … | … | 0.91 | 0.77 | -0.28 | -0.39 | -0.79 | 0.05 | -0.09 | -0.20 | -1.06 | -0.59 | -0.81 | 1.69 | 0.05 | 1.73 | -0.18 | -0.72 | 0.51 | -0.40 | -0.67 | 0.11 | -0.66 | -0.30 | 0.81 | 1.38 | 0.19 | -0.82 | 0.24 | 0.47 | -0.47 | 0.39 | 0.13 | -0.62 | 0.45 |
| Standard Deviation(%) | NA | 142.23 | 118.73 | 118.27 | 371.67 | NA | NA | … | … | 192.92 | 114.57 | 98.95 | 94.18 | 119.16 | 119.22 | 1,126.77 | 128.39 | 71.97 | 72.65 | 85.45 | 105.65 | 94.83 | 111.76 | 112.49 | 110.17 | 95.12 | 112.14 | 127.36 | 75.76 | 40.99 | 55.82 | 57.33 | 66.46 | 68.67 | 74.45 | 105.63 | 86.89 | 69.26 | 64.67 | 69.63 | 58.96 | 72.86 |
| Draw Down(%) | NA | 47.47 | 60.88 | 96.85 | 100.00 | NA | NA | … | … | 44.84 | 44.53 | 50.64 | 79.59 | 93.20 | 72.84 | 100.00 | 71.43 | 83.33 | 65.49 | 76.44 | 61.06 | 42.57 | 48.19 | 73.33 | 86.18 | 63.60 | 69.36 | 86.21 | 44.79 | 37.59 | 46.09 | 36.48 | 26.59 | 49.90 | 66.04 | 51.15 | 39.33 | 49.06 | 42.65 | 27.08 | 40.00 | 28.07 |
| 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 | 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 06/10/2026, Common starting date is 08/18/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFOI (Energy Focus, Inc.) |
-98.91%
Mar 2017 – Mar 2020 |
-95.01%
Jul 2018 – Jul 2023 |
-81.63%
Aug 2015 – Aug 2025 |
-70.47%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFOI (Energy Focus, Inc.) |
106.14%
Aug 2012 – Aug 2015 |
23.23%
Jan 2002 – Jan 2007 |
12.06%
Jul 1995 – Jul 2005 |
-7.10%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison Chart