Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVNXF (Novonix Ltd) | -26.92% | -32.14% | -38.58% | -35.33% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVNXF (Novonix Ltd) | 01/11/2021 | 06/16/2026 |
| 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 (%) | 26.67 | -32.14 | -38.58 | -35.33 | NA | NA | NA | … | … | -26.92 | -34.88 | -8.16 | -50.00 | -85.48 | 412.14 |
| Sharpe Ratio | NA | -0.34 | -0.39 | -0.40 | NA | NA | NA | … | … | -0.50 | -0.33 | -0.16 | -0.68 | -0.94 | 4.07 |
| Standard Deviation(%) | NA | 124.01 | 105.87 | 99.90 | NA | NA | NA | … | … | 126.43 | 117.59 | 92.98 | 80.18 | 92.35 | 106.28 |
| Draw Down(%) | NA | 80.82 | 83.13 | 98.38 | NA | NA | NA | … | … | 64.10 | 64.38 | 55.13 | 71.53 | 87.35 | 52.75 |
| 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 06/16/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVNXF (Novonix Ltd) |
-61.22%
Nov 2021 – Nov 2024 |
-37.22%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVNXF (Novonix Ltd) |
-30.95%
Mar 2021 – Mar 2024 |
-35.95%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart