Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUNR (Intuitive Machines Inc. ) | 40.79% | 124.90% | 38.77% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 11/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUNR (Intuitive Machines Inc. ) | 11/17/2021 | 06/18/2026 |
| 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 (%) | -25.42 | 124.90 | 38.77 | NA | NA | NA | NA | … | … | 40.79 | -16.02 | 618.36 | -74.40 | 3.73 | -0.10 |
| Sharpe Ratio | NA | 1.31 | 0.32 | NA | NA | NA | NA | … | … | 1.55 | -0.18 | 4.81 | -0.34 | 0.68 | -0.28 |
| Standard Deviation(%) | NA | 108.66 | 114.79 | NA | NA | NA | NA | … | … | 128.33 | 107.61 | 129.55 | 231.54 | 3.47 | 3.20 |
| Draw Down(%) | NA | 41.93 | 78.54 | NA | NA | NA | NA | … | … | 41.93 | 71.91 | 69.97 | 97.04 | 1.03 | 0.72 |
| 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 06/18/2026, Common starting date is 11/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUNR (Intuitive Machines Inc. ) |
-8.33%
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 |
|---|---|---|---|---|
| LUNR (Intuitive Machines Inc. ) |
85.56%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart