Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENAKF (E.ON SE) | 28.07% | 32.31% | 28.26% | 18.80% | 13.96% | 3.05% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENAKF (E.ON SE) | 06/10/2010 | 06/05/2026 |
| 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 (%) | 5.55 | 32.31 | 28.26 | 18.80 | 13.96 | 3.05 | NA | … | … | 28.07 | 60.80 | -9.89 | 42.30 | -23.06 | 30.93 | 5.93 | 13.16 | -6.75 | 61.53 | -22.98 | -41.97 | -2.74 | 6.87 | -7.63 | -26.45 | 7.75 |
| Sharpe Ratio | NA | 0.63 | 0.63 | 0.42 | 0.36 | NA | NA | … | … | 1.31 | 1.49 | -0.35 | 1.71 | -0.64 | 1.01 | 0.14 | 0.55 | -0.32 | 2.26 | -0.63 | -1.05 | -0.11 | 0.27 | -0.24 | -0.58 | 0.57 |
| Standard Deviation(%) | NA | 47.29 | 39.65 | 37.59 | 33.82 | NA | NA | … | … | 57.62 | 38.97 | 38.43 | 22.86 | 38.42 | 30.67 | 39.14 | 21.27 | 25.55 | 27.08 | 36.55 | 39.93 | 25.24 | 25.68 | 31.81 | 45.38 | 24.60 |
| Draw Down(%) | NA | 14.54 | 29.01 | 43.01 | 43.01 | NA | NA | … | … | 11.87 | 14.54 | 27.05 | 14.87 | 43.01 | 12.33 | 31.48 | 20.91 | 16.70 | 13.36 | 38.48 | 51.01 | 22.57 | 14.21 | 30.06 | 46.28 | 9.24 |
| Yield(%) | 0.00 | 6.66 | 6.51 | 5.81 | 6.30 | 2.40 | 2.06 | … | … | 5.74 | 4.85 | 4.28 | 5.57 | 3.73 | 5.33 | 4.78 | 4.30 | 3.31 | 3.31 | 5.85 | 3.27 | 4.67 | 7.50 | 6.32 | 4.88 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENAKF (E.ON SE) |
-26.68%
Nov 2013 – Nov 2016 |
-19.08%
Nov 2011 – Nov 2016 |
-6.70%
Feb 2011 – Feb 2021 |
1.13%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENAKF (E.ON SE) |
40.62%
Sep 2022 – Sep 2025 |
23.24%
Feb 2021 – Feb 2026 |
14.66%
Feb 2016 – Feb 2026 |
2.68%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart