Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AERGP | NA | 0.00% | -0.03% | -0.02% | -0.01% | 5.42% | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AERGP | 12/24/2008 | 09/26/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.03 | -0.02 | -0.01 | 5.42 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 5.00 | 4.47 | … | … |
Data as of 09/26/2025, Common starting date is 12/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AERGP (AERGP) |
-0.03%
Jul 2021 – Jul 2024 |
-0.02%
Jul 2019 – Jul 2024 |
-0.01%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AERGP (AERGP) |
36.52%
Apr 2010 – Apr 2013 |
23.30%
Jan 2011 – Jan 2016 |
11.04%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart