Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENGQF (Engie SA) | 21.65% | 49.59% | 38.49% | 26.48% | 14.70% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENGQF (Engie SA) | 09/16/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 49.59 | 38.49 | 26.48 | 14.70 | NA | NA | … | … | 21.65 | 98.44 | -1.46 | 34.14 | 6.49 | -5.59 | -1.00 | 19.91 | -12.42 | 44.10 | -22.83 | 4.83 |
| Sharpe Ratio | NA | 1.01 | 0.84 | 0.55 | 0.35 | NA | NA | … | … | 1.66 | 1.57 | -0.15 | 0.79 | 0.10 | -0.18 | -0.02 | 0.73 | -0.48 | 1.41 | -0.73 | 0.58 |
| Standard Deviation(%) | NA | 50.04 | 46.32 | 45.49 | 40.97 | NA | NA | … | … | 42.90 | 61.17 | 34.62 | 39.16 | 51.05 | 31.64 | 54.55 | 25.19 | 29.12 | 30.86 | 31.51 | 29.74 |
| Draw Down(%) | NA | 19.25 | 19.85 | 36.65 | 48.49 | NA | NA | … | … | 12.92 | 19.25 | 19.85 | 17.36 | 36.65 | 20.61 | 48.49 | 10.92 | 24.28 | 11.00 | 26.83 | 10.72 |
| Yield(%) | 0.00 | 7.38 | 13.61 | 11.60 | 7.87 | 5.28 | 3.96 | … | … | 6.06 | 20.40 | 8.89 | 10.60 | 6.05 | 3.35 | 0.00 | 5.91 | 4.95 | 7.50 | 6.60 | 3.30 |
Data as of 06/09/2026, Common starting date is 09/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENGQF (Engie SA) |
-8.07%
Sep 2019 – Sep 2022 |
-3.17%
Sep 2017 – Sep 2022 |
10.91%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENGQF (Engie SA) |
48.49%
Feb 2023 – Feb 2026 |
29.73%
Apr 2021 – Apr 2026 |
16.13%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart