Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZVIA (Zevia Pbc) | -44.40% | -57.00% | -35.01% | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 07/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZVIA (Zevia Pbc) | 07/23/2021 | 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 (%) | -10.42 | -57.00 | -35.01 | NA | NA | NA | NA | … | … | -44.40 | -45.58 | 108.46 | -50.86 | -41.99 | -48.80 |
| Sharpe Ratio | NA | -0.78 | -0.39 | NA | NA | NA | NA | … | … | -0.86 | -0.58 | 0.76 | -0.78 | -0.47 | -0.96 |
| Standard Deviation(%) | NA | 65.76 | 89.39 | NA | NA | NA | NA | … | … | 76.71 | 84.02 | 105.95 | 71.03 | 91.90 | 81.05 |
| Draw Down(%) | NA | 68.96 | 87.02 | NA | NA | NA | NA | … | … | 51.29 | 58.18 | 69.65 | 65.37 | 80.47 | 60.08 |
| 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 07/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZVIA (Zevia Pbc) |
-58.19%
Aug 2021 – Aug 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 |
|---|---|---|---|---|
| ZVIA (Zevia Pbc) |
4.64%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart