Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBX (Wallbox NV) | 20.94% | 757.58% | -4.21% | -22.30% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 04/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBX (Wallbox NV) | 04/19/2021 | 06/15/2026 |
| 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 (%) | -1.05 | 757.58 | -4.21 | -22.30 | NA | NA | NA | … | … | 20.94 | 454.00 | -74.86 | -51.12 | -78.09 | 58.64 |
| Sharpe Ratio | NA | 2.28 | -0.04 | -0.16 | NA | NA | NA | … | … | 0.67 | 1.50 | -1.12 | -0.61 | -1.12 | 1.32 |
| Standard Deviation(%) | NA | 305.65 | 189.48 | 154.65 | NA | NA | NA | … | … | 70.14 | 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 06/15/2026, 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 NV) |
-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 NV) |
3.76%
Apr 2023 – Apr 2026 |
-21.13%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart