Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USF (US Solar Fund Ord) | NA | -7.58% | -17.20% | -10.22% | -5.49% | -3.69% | -2.78% | … | … |
Data as of 12/04/2024, Common starting date is 12/31/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USF (US Solar Fund Ord) | 12/31/1997 | 12/04/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.58 | -17.20 | -10.22 | -5.49 | -3.69 | -2.78 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 8.08 | 5.26 | 4.17 | 2.06 | 1.38 | 1.03 | … | … |
Data as of 12/04/2024, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USF (US Solar Fund Ord) |
-68.76%
Mar 2018 – Mar 2021 |
-54.60%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USF (US Solar Fund Ord) |
-0.44%
Mar 2020 – Mar 2023 |
-8.70%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart