Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOBY (Joby Aviation) | -28.86% | 8.55% | 8.70% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 08/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOBY (Joby Aviation) | 08/06/2021 | 06/17/2026 |
| 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 (%) | 5.98 | 8.55 | 8.70 | NA | NA | NA | NA | … | … | -28.86 | 70.73 | 34.29 | 98.51 | -54.11 | -23.88 |
| Sharpe Ratio | NA | 0.01 | 0.07 | NA | NA | NA | NA | … | … | -0.78 | 0.85 | 0.38 | 1.29 | -0.67 | -0.52 |
| Standard Deviation(%) | NA | 77.19 | 77.55 | NA | NA | NA | NA | … | … | 74.33 | 81.52 | 73.35 | 73.87 | 82.55 | 95.24 |
| Draw Down(%) | NA | 61.06 | 61.06 | NA | NA | NA | NA | … | … | 51.29 | 48.10 | 36.06 | 51.82 | 57.49 | 52.46 |
| 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 06/17/2026, Common starting date is 08/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOBY (Joby Aviation) |
-20.63%
Sep 2021 – Sep 2024 |
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 |
|---|---|---|---|---|
| JOBY (Joby Aviation) |
57.95%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart