Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGIEY (Engie Brasil Energia SA) | 20.30% | 37.61% | 9.45% | 10.52% | 5.74% | 2.53% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGIEY (Engie Brasil Energia SA) | 01/06/2010 | 06/09/2026 |
| 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 (%) | -1.39 | 37.61 | 9.45 | 10.52 | 5.74 | 2.53 | NA | … | … | 20.30 | 51.48 | -30.03 | 32.08 | 12.87 | -15.38 | -31.55 | 40.47 | -3.98 | 4.26 | 40.93 | -33.76 | -10.57 | 1.36 | 6.97 | 7.74 | 31.96 |
| Sharpe Ratio | NA | 0.52 | 0.10 | 0.12 | 0.08 | NA | NA | … | … | 0.56 | 1.02 | -1.08 | 0.63 | 0.13 | -0.46 | -0.59 | 0.98 | -0.14 | 0.09 | 0.89 | -0.69 | -0.30 | 0.05 | 0.24 | 0.24 | 0.84 |
| Standard Deviation(%) | NA | 54.54 | 45.62 | 54.41 | 49.59 | NA | NA | … | … | 57.20 | 48.08 | 31.22 | 45.61 | 87.54 | 33.18 | 53.51 | 39.61 | 39.56 | 39.89 | 45.70 | 48.78 | 35.40 | 26.90 | 28.75 | 31.86 | 38.55 |
| Draw Down(%) | NA | 24.11 | 43.12 | 62.79 | 62.79 | NA | NA | … | … | 19.40 | 24.11 | 34.56 | 26.42 | 60.50 | 24.66 | 52.71 | 20.60 | 30.33 | 30.28 | 29.14 | 38.01 | 27.09 | 24.14 | 17.44 | 20.87 | 19.05 |
| Yield(%) | 0.00 | 3.61 | 5.55 | 5.71 | 6.08 | 4.27 | 4.47 | … | … | 1.68 | 5.42 | 5.59 | 8.59 | 8.50 | 4.11 | 2.60 | 2.91 | 10.65 | 7.95 | 6.74 | 2.94 | 4.49 | 7.02 | 7.26 | 6.25 | 3.97 |
Data as of 06/09/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGIEY (Engie Brasil Energia SA) |
-20.18%
Jan 2013 – Jan 2016 |
-9.59%
Dec 2019 – Dec 2024 |
-3.01%
Feb 2013 – Feb 2023 |
1.34%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGIEY (Engie Brasil Energia SA) |
24.72%
Jan 2016 – Jan 2019 |
11.86%
Apr 2021 – Apr 2026 |
7.63%
Jan 2016 – Jan 2026 |
3.48%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart