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
LOCL (Local Bounti Corporation) -37.85% -33.83% -35.18% -59.77% NA NA NA
Data as of 06/09/2026, Common starting date is 04/19/2021
More Performance Analytics Comparison
Name Start Date End Date
LOCL (Local Bounti Corporation) 04/19/2021 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -17.39 -33.83 -35.18 -59.77 NA NA NA -37.85 5.80 -1.45 -88.54 -78.45 -33.85
Sharpe Ratio NA -0.33 -0.32 -0.54 NA NA NA -0.50 0.03 -0.09 -0.60 -0.79 -0.60
Standard Deviation(%) NA 108.67 112.46 114.48 NA NA NA 129.42 109.61 94.17 155.22 101.17 73.48
Draw Down(%) NA 72.88 81.33 99.28 NA NA NA 56.58 58.74 60.49 93.45 86.13 52.26
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
Data as of 06/09/2026, Common starting date is 04/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LOCL (Local Bounti Corporation) -73.47%
Mar 2022 – Mar 2025
-57.71%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LOCL (Local Bounti Corporation) -31.05%
Apr 2023 – Apr 2026
-57.71%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return