Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEG (Constellation Energy Corporation) | -13.38% | 40.38% | 58.47% | NA | NA | NA | NA | … | … |
Data as of 03/16/2026, Common starting date is 01/19/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEG (Constellation Energy Corporation) | 01/19/2022 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.39 | 40.38 | 58.47 | NA | NA | NA | NA | … | … | -13.38 | 58.62 | 92.71 | 37.24 | 107.13 |
| Sharpe Ratio | NA | 0.77 | 1.10 | NA | NA | NA | NA | … | … | -1.01 | 0.90 | 1.74 | 1.24 | 2.43 |
| Standard Deviation(%) | NA | 50.51 | 50.32 | NA | NA | NA | NA | … | … | 52.94 | 62.36 | 51.32 | 27.33 | 46.93 |
| Draw Down(%) | NA | 38.84 | 50.70 | NA | NA | NA | NA | … | … | 32.54 | 50.70 | 27.64 | 15.15 | 19.65 |
| Yield(%) | 0.13 | 0.55 | 1.64 | 2.24 | 1.12 | 0.75 | 0.56 | … | … | 0.12 | 0.48 | 1.23 | 1.38 | 1.34 |
Data as of 03/16/2026, Common starting date is 01/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEG (Constellation Energy Corporation) |
49.87%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| CEG (Constellation Energy Corporation) |
79.49%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart