Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRG (NRG Energy, Inc.) | -23.76% | -17.92% | 55.28% | 30.57% | 25.83% | 13.65% | 10.15% | … | … |
Data as of 06/10/2026, Common starting date is 12/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRG (NRG Energy, Inc.) | 12/02/2003 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.80 | -17.92 | 55.28 | 30.57 | 25.83 | 13.65 | 10.15 | … | … | -23.76 | 78.91 | 78.58 | 69.41 | -23.47 | 18.58 | -2.14 | 0.69 | 39.59 | 133.70 | 6.40 | -55.03 | -4.48 | 27.02 | 27.98 | -7.27 | -17.24 | 1.20 | -46.17 | 54.76 | 18.87 | 30.71 | 64.61 | 13.77 |
| Sharpe Ratio | NA | -0.42 | 1.33 | 0.80 | 0.59 | NA | NA | … | … | -0.80 | 1.40 | 2.11 | 2.44 | -0.68 | 0.48 | -0.05 | -0.04 | 1.44 | 3.40 | 0.12 | -1.10 | -0.19 | 1.27 | 0.99 | -0.23 | -0.64 | 0.02 | -0.63 | 1.91 | 0.56 | 0.99 | 2.73 | 11.90 |
| Standard Deviation(%) | NA | 44.89 | 43.16 | 39.81 | 39.05 | NA | NA | … | … | 50.18 | 54.45 | 35.53 | 27.26 | 36.81 | 38.52 | 48.07 | 21.58 | 26.70 | 39.34 | 52.15 | 50.03 | 24.09 | 21.32 | 28.58 | 31.78 | 27.12 | 46.85 | 74.35 | 27.22 | 27.63 | 28.72 | 23.30 | 34.22 |
| Draw Down(%) | NA | 32.57 | 32.57 | 32.62 | 48.76 | NA | NA | … | … | 32.57 | 26.22 | 19.46 | 13.98 | 32.57 | 26.14 | 45.11 | 23.10 | 17.63 | 22.61 | 44.47 | 66.30 | 30.78 | 11.85 | 20.86 | 30.85 | 27.25 | 34.90 | 66.26 | 19.80 | 13.82 | 21.32 | 17.86 | 6.54 |
| Yield(%) | 0.00 | 1.23 | 4.96 | 4.34 | 6.83 | 3.39 | 2.58 | … | … | 0.57 | 1.90 | 3.18 | 4.74 | 3.26 | 3.58 | 3.09 | 0.31 | 0.42 | 0.98 | 2.04 | 2.11 | 1.89 | 1.97 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRG (NRG Energy, Inc.) |
-26.39%
Oct 2013 – Oct 2016 |
-19.00%
May 2007 – May 2012 |
-8.69%
May 2007 – May 2017 |
-0.65%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRG (NRG Energy, Inc.) |
80.23%
Feb 2023 – Feb 2026 |
44.41%
Oct 2020 – Oct 2025 |
35.19%
Feb 2016 – Feb 2026 |
18.01%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart