Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNGSY (ENN Energy Holdings Ltd) | -18.10% | -9.00% | -14.80% | -14.39% | 5.84% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNGSY (ENN Energy Holdings Ltd) | 07/02/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.13 | -9.00 | -14.80 | -14.39 | 5.84 | NA | NA | … | … | -18.10 | 30.56 | 1.04 | -45.40 | -25.26 | 32.42 | 37.27 | 25.96 | 23.82 | 80.65 | -19.88 | -6.75 | -21.93 |
| Sharpe Ratio | NA | -0.75 | -0.46 | -0.42 | 0.12 | NA | NA | … | … | -1.68 | 0.79 | -0.05 | -1.13 | -0.58 | 0.79 | 1.03 | 0.80 | 0.48 | 2.41 | -0.52 | -0.15 | -1.17 |
| Standard Deviation(%) | NA | 25.13 | 41.68 | 42.35 | 39.78 | NA | NA | … | … | 28.36 | 35.29 | 47.62 | 43.78 | 45.95 | 40.92 | 35.67 | 30.55 | 47.09 | 33.36 | 38.65 | 44.34 | 33.47 |
| Draw Down(%) | NA | 27.99 | 55.04 | 71.54 | 71.54 | NA | NA | … | … | 24.93 | 19.61 | 41.17 | 59.66 | 48.46 | 33.82 | 33.24 | 19.32 | 33.84 | 20.65 | 33.03 | 38.73 | 30.23 |
| Yield(%) | 4.37 | 4.77 | 2.90 | 2.00 | 5.22 | 2.69 | 2.02 | … | … | 3.32 | 5.49 | 5.32 | 2.42 | 1.79 | 2.32 | 1.93 | 1.69 | 1.88 | 2.58 | 1.91 | 1.91 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNGSY (ENN Energy Holdings Ltd) |
-28.64%
Jul 2021 – Jul 2024 |
-15.00%
May 2021 – May 2026 |
1.19%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNGSY (ENN Energy Holdings Ltd) |
41.24%
Dec 2016 – Dec 2019 |
38.64%
Dec 2016 – Dec 2021 |
9.99%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart