Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENGGY (Enagas SA) | 33.99% | 34.00% | 10.96% | 5.85% | 3.77% | 6.57% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENGGY (Enagas SA) | 01/06/2010 | 06/10/2026 |
| 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 (%) | 2.32 | 34.00 | 10.96 | 5.85 | 3.77 | 6.57 | NA | … | … | 33.99 | 33.28 | -19.94 | 13.50 | -22.02 | 14.52 | -6.69 | 0.63 | 0.27 | 19.88 | -5.17 | -5.97 | 27.32 | 32.40 | 23.75 | -2.50 | -5.50 |
| Sharpe Ratio | NA | 1.23 | 0.31 | 0.14 | 0.08 | NA | NA | … | … | 2.77 | 1.52 | -1.04 | 0.45 | -0.95 | 0.83 | -0.17 | -0.03 | -0.05 | 1.05 | -0.22 | -0.25 | 1.34 | 1.34 | 0.68 | -0.05 | -0.15 |
| Standard Deviation(%) | NA | 24.33 | 23.43 | 22.84 | 25.02 | NA | NA | … | … | 31.58 | 20.15 | 22.66 | 21.98 | 24.88 | 17.45 | 40.63 | 25.98 | 20.35 | 18.39 | 24.52 | 23.58 | 20.34 | 24.16 | 35.34 | 46.84 | 38.35 |
| Draw Down(%) | NA | 7.56 | 28.36 | 38.04 | 40.29 | NA | NA | … | … | 7.56 | 8.29 | 22.09 | 17.00 | 38.04 | 10.30 | 37.57 | 28.31 | 16.49 | 9.05 | 22.89 | 18.28 | 9.50 | 12.47 | 24.98 | 32.40 | 36.25 |
| Yield(%) | 0.00 | 6.12 | 7.52 | 6.81 | 5.53 | 7.03 | 5.57 | … | … | 0.00 | 8.14 | 9.23 | 11.26 | 7.83 | 9.03 | 7.41 | 6.39 | 6.03 | 6.57 | 5.24 | 4.62 | 7.43 | 7.27 | 6.95 | 6.34 | 4.36 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| ENGGY (Enagas SA) |
-10.84%
Dec 2021 – Dec 2024 |
-5.69%
Jan 2020 – Jan 2025 |
-2.00%
Dec 2014 – Dec 2024 |
3.92%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENGGY (Enagas SA) |
31.80%
Nov 2011 – Nov 2014 |
21.42%
May 2012 – May 2017 |
11.48%
Jun 2010 – Jun 2020 |
8.14%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart