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
EVGO (Evgo Inc) -31.27% -56.43% -23.05% NA NA NA NA
Data as of 06/16/2026, Common starting date is 07/02/2021
More Performance Analytics Comparison
Name Start Date End Date
EVGO (Evgo Inc) 07/02/2021 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 (%) 4.17 -56.43 -23.05 NA NA NA NA -31.27 -22.47 13.13 -19.91 -55.03 -34.17
Sharpe Ratio NA -0.91 -0.28 NA NA NA NA -0.89 -0.39 0.11 -0.28 -0.68 -0.59
Standard Deviation(%) NA 62.27 80.60 NA NA NA NA 66.44 66.66 97.76 86.21 83.15 95.58
Draw Down(%) NA 66.87 81.43 NA NA NA NA 50.15 46.86 53.02 73.56 73.31 51.79
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 07/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVGO (Evgo Inc) -40.86%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVGO (Evgo Inc) -5.60%
Oct 2021 – Oct 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return