Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITEEF (i3 Energy Plc) | NA | 16.50% | NA | NA | NA | NA | NA | … | … |
Data as of 11/01/2024, Common starting date is 11/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITEEF (i3 Energy Plc) | 11/23/2021 | 11/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.19 | 16.50 | NA | NA | NA | NA | NA | … | … | 24.82 | -54.82 | 77.09 | 12.54 |
| Sharpe Ratio | NA | 0.10 | NA | NA | NA | NA | NA | … | … | 0.24 | -0.60 | 0.79 | 2.29 |
| Standard Deviation(%) | NA | 98.59 | NA | NA | NA | NA | NA | … | … | 94.83 | 99.58 | 95.80 | 93.67 |
| Draw Down(%) | NA | 33.33 | NA | NA | NA | NA | NA | … | … | 28.57 | 67.73 | 45.24 | 15.43 |
| Yield(%) | 3.47 | 11.33 | 9.13 | 5.48 | 2.74 | 1.83 | 1.37 | … | … | 12.14 | 4.57 | 7.31 | 0.00 |
Data as of 11/01/2024, Common starting date is 11/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITEEF (i3 Energy Plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITEEF (i3 Energy Plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart