Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLGN (Heliogen Inc) | NA | -37.73% | 180.41% | NA | NA | NA | NA | … | … |
Data as of 08/08/2025, Common starting date is 05/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLGN (Heliogen Inc) | 05/07/2021 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 17.24 | -37.73 | 180.41 | NA | NA | NA | NA | … | … | -5.56 | -9.50 | 9,950.25 | -95.51 | 61.47 |
| Sharpe Ratio | NA | -0.27 | 0.40 | NA | NA | NA | NA | … | … | -0.08 | -0.13 | 13.79 | -0.64 | 1.73 |
| Standard Deviation(%) | NA | 148.67 | 446.00 | NA | NA | NA | NA | … | … | 147.75 | 123.24 | 748.50 | 151.29 | 62.24 |
| Draw Down(%) | NA | 74.36 | 94.09 | NA | NA | NA | NA | … | … | 63.55 | 69.06 | 92.92 | 96.91 | 11.08 |
| 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 08/08/2025, Common starting date is 05/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGN (Heliogen Inc) |
59.52%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| HLGN (Heliogen Inc) |
198.26%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart