Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBX (Wallbox N.V.) | 16.67% | 702.94% | -5.16% | -22.84% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBX (Wallbox N.V.) | 04/19/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.54 | 702.94 | -5.16 | -22.84 | NA | NA | NA | … | … | 16.67 | 454.00 | -74.86 | -51.12 | -78.09 | 58.64 |
| Sharpe Ratio | NA | 2.41 | -0.04 | -0.16 | NA | NA | NA | … | … | 0.81 | 1.50 | -1.12 | -0.61 | -1.12 | 1.32 |
| Standard Deviation(%) | NA | 305.46 | 189.59 | 154.56 | NA | NA | NA | … | … | 69.31 | 311.39 | 73.01 | 90.87 | 70.81 | 69.08 |
| Draw Down(%) | NA | 67.45 | 94.51 | 98.54 | NA | NA | NA | … | … | 29.71 | 61.47 | 74.86 | 78.98 | 81.07 | 34.43 |
| 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 06/10/2026, 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 |
|---|---|---|---|---|
| WBX (Wallbox N.V.) |
-70.42%
Mar 2022 – Mar 2025 |
-21.13%
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 |
|---|---|---|---|---|
| WBX (Wallbox N.V.) |
3.76%
Apr 2023 – Apr 2026 |
-21.13%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart