Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUNA (Luna Innovations Incorporated) | -8.70% | 40.00% | -52.78% | -36.94% | -0.91% | -3.46% | -8.44% | … | … |
Data as of 06/10/2026, Common starting date is 06/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUNA (Luna Innovations Incorporated) | 06/05/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.70 | 40.00 | -52.78 | -36.94 | -0.91 | -3.46 | -8.44 | … | … | -8.70 | -44.44 | -67.37 | -24.35 | 4.15 | -14.57 | 35.53 | 117.61 | 37.86 | 65.31 | 36.11 | -23.94 | 1.43 | 16.67 | -30.64 | 3.59 | -21.96 | 11.46 | -77.62 | 139.66 | -41.12 |
| Sharpe Ratio | NA | 0.31 | -0.39 | -0.34 | -0.02 | NA | NA | … | … | -0.01 | -0.23 | -0.78 | -0.43 | 0.05 | -0.33 | 0.52 | 2.05 | 0.31 | 0.83 | 0.03 | -0.80 | -0.19 | -0.03 | -0.79 | -0.17 | -0.45 | -0.04 | -1.16 | 1.36 | -1.32 |
| Standard Deviation(%) | NA | 138.38 | 135.09 | 111.31 | 87.78 | NA | NA | … | … | 89.69 | 203.84 | 95.06 | 66.68 | 58.21 | 43.80 | 67.53 | 46.12 | 52.37 | 55.54 | 58.35 | 53.22 | 91.88 | 73.03 | 62.81 | 90.29 | 89.41 | 177.50 | 83.46 | 86.81 | 67.43 |
| Draw Down(%) | NA | 50.29 | 97.16 | 97.65 | 97.65 | NA | NA | … | … | 43.87 | 86.11 | 81.38 | 51.23 | 50.71 | 35.81 | 48.75 | 19.29 | 32.28 | 48.90 | 27.33 | 49.13 | 50.80 | 36.07 | 37.82 | 59.51 | 62.89 | 87.29 | 77.74 | 38.35 | 49.84 |
| 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 |
Data as of 06/10/2026, Common starting date is 06/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUNA (Luna Innovations Incorporated) |
-57.96%
Apr 2022 – Apr 2025 |
-44.27%
Apr 2020 – Apr 2025 |
-13.54%
Aug 2006 – Aug 2016 |
-10.60%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUNA (Luna Innovations Incorporated) |
74.44%
Aug 2016 – Aug 2019 |
67.14%
Feb 2016 – Feb 2021 |
29.44%
Jul 2009 – Jul 2019 |
14.57%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart