Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AES (The AES Corporation) | 5.09% | -21.35% | -13.16% | 0.22% | 4.07% | 4.51% | 1.10% | 5.55% |
Data as of 07/30/2025, AR inception is 06/26/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AES (The AES Corporation) | 06/26/1991 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.17 | -21.35 | -13.16 | 0.22 | 4.07 | 4.51 | 1.10 | 5.55 | 5.09 | -30.40 | -30.82 | 21.73 | 5.93 | 22.16 | 42.14 | 39.02 | -1.58 | 26.39 | -28.20 | -3.74 | 37.35 | -9.28 | -2.79 | -8.49 | 61.53 | -61.48 | -2.95 | 39.23 | 15.80 | 44.81 | 212.58 | -81.53 | -70.47 | 48.16 | 57.78 | 1.61 | 100.54 | 94.76 | 22.44 | -11.34 | 26.13 | -18.98 | 69.14 |
| Sharpe Ratio | NA | -0.38 | -0.28 | -0.02 | 0.09 | NA | NA | 0.08 | 0.31 | -0.97 | -1.03 | 0.58 | 0.20 | 0.37 | 2.04 | 1.43 | -0.11 | 0.89 | -0.99 | -0.17 | 1.67 | -0.45 | -0.08 | -0.23 | 1.01 | -0.84 | -0.20 | 1.51 | 0.50 | 1.31 | 3.35 | -0.56 | -0.85 | 0.81 | 1.38 | -0.03 | 2.56 | 2.60 | 0.49 | -0.37 | 0.88 | -0.32 | 4.69 |
| Standard Deviation(%) | NA | 49.06 | 40.57 | 37.02 | 35.79 | NA | NA | 48.92 | 55.91 | 38.16 | 34.22 | 34.99 | 29.54 | 59.05 | 19.94 | 26.43 | 20.95 | 29.39 | 28.45 | 21.80 | 22.40 | 20.86 | 34.71 | 36.58 | 60.70 | 74.40 | 29.44 | 23.97 | 27.09 | 33.61 | 63.30 | 148.01 | 86.66 | 54.65 | 39.52 | 51.33 | 37.70 | 34.66 | 37.58 | 38.39 | 27.17 | 65.53 | 36.97 |
| Draw Down(%) | NA | 50.29 | 63.40 | 63.40 | 63.40 | NA | NA | 98.65 | 25.53 | 41.69 | 55.77 | 27.33 | 20.11 | 54.54 | 19.37 | 13.85 | 11.49 | 16.04 | 35.58 | 17.27 | 18.27 | 29.40 | 29.45 | 37.01 | 47.71 | 70.90 | 25.69 | 10.93 | 22.27 | 28.20 | 32.67 | 94.67 | 79.93 | 35.58 | 32.57 | 57.96 | 24.77 | 12.04 | 17.72 | 32.26 | 10.16 | 54.67 | 12.75 |
| Yield(%) | 0.00 | 3.97 | 2.78 | 4.18 | 4.59 | 4.15 | 2.00 | 5.76 | 2.70 | 3.57 | 2.36 | 2.59 | 2.59 | 2.86 | 3.85 | 4.78 | 5.15 | 4.67 | 2.92 | 1.40 | 1.45 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 06/26/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AES (The AES Corporation) |
-60.27%
Oct 1999 - Oct 2002 |
-38.31%
Oct 1997 - Oct 2002 |
-16.70%
Aug 2000 - Aug 2010 |
-11.85%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AES (The AES Corporation) |
107.83%
Oct 2002 - Oct 2005 |
70.54%
Sep 1995 - Sep 2000 |
25.58%
Jul 1991 - Jul 2001 |
14.10%
Jun 1992 - Jun 2007 |
Annualized Rolling Returns Comparison Chart