Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAWEX (WORLD ENERGY FUND CLASS A) | 29.20% | 43.39% | 24.66% | 19.40% | 11.45% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAWEX (WORLD ENERGY FUND CLASS A) | 02/06/2014 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 43.39 | 24.66 | 19.40 | 11.45 | NA | NA | … | … | 29.20 | 21.38 | 13.19 | 4.60 | 32.53 | 36.68 | -0.17 | 7.69 | -24.45 | -1.88 | 23.50 | -16.72 | -4.51 |
| Sharpe Ratio | NA | 2.29 | 1.05 | 0.64 | 0.39 | NA | NA | … | … | 3.80 | 0.75 | 0.52 | 0.04 | 0.87 | 1.30 | -0.01 | 0.40 | -1.18 | -0.16 | 1.07 | -0.87 | -0.37 |
| Standard Deviation(%) | NA | 18.13 | 20.98 | 25.97 | 26.05 | NA | NA | … | … | 19.56 | 24.84 | 18.40 | 22.31 | 35.85 | 28.18 | 42.94 | 15.74 | 21.90 | 16.02 | 21.83 | 19.28 | 13.70 |
| Draw Down(%) | NA | 6.43 | 23.02 | 25.69 | 57.61 | NA | NA | … | … | 6.33 | 23.02 | 13.29 | 15.60 | 25.69 | 17.64 | 43.95 | 20.84 | 34.04 | 20.14 | 13.23 | 24.31 | 21.65 |
| Yield(%) | 0.00 | 0.84 | 1.48 | 1.94 | 1.68 | 1.11 | 0.83 | … | … | 0.35 | 0.57 | 2.02 | 1.65 | 2.45 | 2.02 | 1.57 | 2.05 | 0.99 | 0.47 | 1.23 | 0.59 | 1.22 |
Data as of 06/08/2026, Common starting date is 02/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAWEX (WORLD ENERGY FUND CLASS A) |
-18.83%
Mar 2017 – Mar 2020 |
-12.11%
Mar 2015 – Mar 2020 |
3.20%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAWEX (WORLD ENERGY FUND CLASS A) |
39.52%
Mar 2020 – Mar 2023 |
28.87%
Oct 2020 – Oct 2025 |
12.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart