Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COENF (Contact Energy Limited) | 18.62% | 19.65% | 15.90% | 8.50% | 14.01% | 8.49% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COENF (Contact Energy Limited) | 04/06/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.65 | 15.90 | 8.50 | 14.01 | 8.49 | NA | … | … | 18.62 | 13.40 | 11.29 | 2.30 | -3.35 | 3.26 | 29.84 | 29.92 | 13.67 | 7.67 | 28.63 | -17.61 | 19.81 | 1.48 | -7.95 | -8.37 | 9.21 |
| Sharpe Ratio | NA | 1.42 | 0.47 | 0.22 | 0.43 | NA | NA | … | … | 3.18 | 0.37 | 0.22 | -0.05 | -0.17 | 0.09 | 0.68 | 0.87 | 1.35 | 0.30 | 1.28 | -0.61 | 0.92 | 0.08 | -0.30 | -0.36 | 0.55 |
| Standard Deviation(%) | NA | 21.95 | 26.71 | 26.82 | 28.68 | NA | NA | … | … | 14.61 | 28.55 | 35.74 | 25.37 | 27.23 | 36.52 | 43.40 | 32.85 | 9.11 | 23.74 | 22.23 | 28.69 | 21.44 | 18.69 | 26.54 | 23.31 | 22.79 |
| Draw Down(%) | NA | 5.73 | 19.23 | 23.38 | 42.17 | NA | NA | … | … | 0.34 | 5.86 | 19.23 | 15.56 | 19.13 | 28.63 | 34.61 | 20.82 | 4.04 | 9.61 | 9.52 | 25.28 | 10.93 | 13.23 | 19.32 | 16.56 | 13.40 |
| Yield(%) | 0.00 | 7.19 | 5.12 | 5.26 | 8.99 | 5.70 | 4.58 | … | … | 4.17 | 3.63 | 2.73 | 6.33 | 8.33 | 5.91 | 6.83 | 8.00 | 9.09 | 7.27 | 6.31 | 16.59 | 3.22 | 2.96 | 0.00 | 0.62 | 2.77 |
Data as of 06/08/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COENF (Contact Energy Limited) |
-5.05%
Dec 2010 – Dec 2013 |
-3.70%
Jan 2011 – Jan 2016 |
4.44%
May 2010 – May 2020 |
7.97%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COENF (Contact Energy Limited) |
30.08%
Jan 2018 – Jan 2021 |
25.21%
Jan 2016 – Jan 2021 |
15.04%
May 2016 – May 2026 |
9.65%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart