Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLNF (AGL Energy Limited) | 9.21% | 10.11% | 11.95% | 3.79% | -1.17% | 0.23% | NA | … | … |
Data as of 04/14/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLNF (AGL Energy Limited) | 06/25/2008 | 04/14/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.11 | 11.95 | 3.79 | -1.17 | 0.23 | NA | … | … | 9.21 | -10.95 | 16.00 | 13.60 | 39.46 | -51.24 | -23.69 | 3.14 | -18.68 | 23.18 | 32.46 | 22.78 | -13.25 | -16.27 | 16.88 | -3.11 | 27.25 | 25.59 | -18.16 |
| Sharpe Ratio | NA | 0.36 | 0.28 | 0.04 | -0.09 | NA | NA | … | … | 1.16 | -0.40 | 0.33 | 0.31 | 0.91 | -1.38 | -0.56 | 0.09 | -1.08 | 0.89 | 1.18 | 1.00 | -0.75 | -0.76 | 0.80 | -0.11 | 1.03 | 1.17 | -0.49 |
| Standard Deviation(%) | NA | 32.57 | 30.64 | 34.92 | 31.88 | NA | NA | … | … | 29.38 | 35.13 | 29.00 | 30.78 | 42.25 | 37.21 | 42.74 | 20.07 | 18.55 | 25.49 | 27.39 | 22.64 | 17.63 | 21.42 | 21.15 | 28.07 | 26.33 | 21.70 | 65.97 |
| Draw Down(%) | NA | 14.66 | 31.81 | 46.31 | 74.41 | NA | NA | … | … | 7.81 | 20.44 | 12.45 | 22.12 | 34.53 | 57.62 | 38.77 | 17.47 | 26.90 | 9.98 | 17.86 | 10.71 | 28.38 | 25.35 | 13.03 | 14.91 | 13.99 | 13.33 | 41.55 |
| Yield(%) | 0.00 | 8.56 | 6.68 | 4.73 | 4.60 | 4.39 | 4.23 | … | … | 2.75 | 6.08 | 6.47 | 3.66 | 5.37 | 4.81 | 6.68 | 6.94 | 6.38 | 6.03 | 5.66 | 5.98 | 6.36 | 1.84 | 4.23 | 3.86 | 2.32 | 5.15 | 2.98 |
Data as of 04/14/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLNF (AGL Energy Limited) |
-28.50%
Nov 2018 – Nov 2021 |
-20.08%
Oct 2017 – Oct 2022 |
-7.10%
Nov 2011 – Nov 2021 |
-0.82%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLNF (AGL Energy Limited) |
29.05%
Nov 2021 – Nov 2024 |
15.10%
Oct 2008 – Oct 2013 |
10.47%
Feb 2009 – Feb 2019 |
3.59%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart