Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEE (Ameren Corporation) | 7.87% | 14.08% | 12.75% | 7.53% | 11.10% | 12.91% | 8.06% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEE (Ameren Corporation) | 01/02/1998 | 06/04/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 14.08 | 12.75 | 7.53 | 11.10 | 12.91 | 8.06 | … | … | 7.87 | 15.31 | 27.47 | -16.07 | 2.54 | 17.09 | 4.25 | 20.82 | 13.98 | 15.92 | 25.68 | -2.32 | 32.75 | 23.32 | -2.48 | 23.89 | 6.87 | -10.46 | -34.59 | 5.94 | 10.14 | 7.18 | 15.09 | 17.41 | 4.41 | -2.93 | 51.61 | -23.28 | -0.29 |
| Sharpe Ratio | NA | 0.84 | 0.56 | 0.30 | 0.46 | NA | NA | … | … | 1.19 | 0.72 | 1.40 | -0.90 | 0.05 | 0.95 | 0.09 | 1.36 | 0.69 | 1.30 | 1.39 | -0.12 | 1.79 | 1.55 | -0.18 | 1.06 | 0.36 | -0.33 | -0.86 | 0.16 | 0.56 | 0.35 | 1.11 | 1.10 | 0.13 | -0.25 | 1.87 | -1.58 | -0.20 |
| Standard Deviation(%) | NA | 15.24 | 18.43 | 19.26 | 21.84 | NA | NA | … | … | 17.33 | 17.33 | 17.02 | 22.08 | 21.99 | 17.99 | 43.21 | 14.25 | 18.45 | 11.80 | 18.38 | 19.79 | 18.30 | 15.01 | 14.11 | 22.50 | 18.80 | 32.22 | 41.01 | 17.86 | 12.15 | 13.99 | 12.70 | 15.21 | 24.23 | 21.68 | 25.36 | 16.85 | 18.87 |
| Draw Down(%) | NA | 7.90 | 21.83 | 27.46 | 29.09 | NA | NA | … | … | 6.96 | 8.45 | 9.03 | 20.40 | 22.95 | 9.98 | 29.09 | 8.34 | 10.85 | 9.02 | 12.06 | 17.70 | 10.84 | 10.44 | 16.74 | 13.20 | 13.78 | 42.36 | 46.85 | 12.39 | 7.35 | 11.41 | 14.42 | 15.08 | 17.76 | 16.69 | 16.94 | 24.16 | 15.91 |
| Yield(%) | 0.00 | 2.98 | 3.32 | 2.97 | 4.48 | 7.04 | 4.07 | … | … | 0.74 | 3.19 | 3.62 | 2.85 | 2.66 | 2.89 | 2.63 | 3.02 | 3.17 | 3.39 | 3.99 | 3.60 | 4.53 | 5.11 | 4.88 | 5.50 | 5.55 | 4.51 | 4.76 | 4.70 | 4.90 | 5.16 | 5.55 | 6.01 | 5.94 | 5.62 | 7.86 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEE (Ameren Corporation) |
-18.81%
Oct 2006 – Oct 2009 |
-10.67%
Jun 2005 – Jun 2010 |
-0.32%
May 1999 – May 2009 |
3.84%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEE (Ameren Corporation) |
21.40%
Jun 2015 – Jun 2018 |
21.11%
Nov 2012 – Nov 2017 |
17.24%
Mar 2009 – Mar 2019 |
14.01%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart