Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AY (Atlantica Sustainable Infrastructure PLC) | NA | 18.72% | -10.03% | 3.24% | 3.99% | NA | NA | … | … |
Data as of 12/11/2024, Common starting date is 06/16/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AY (Atlantica Sustainable Infrastructure PLC) | 06/16/2014 | 12/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 18.72 | -10.03 | 3.24 | 3.99 | NA | NA | … | … | 10.22 | -10.32 | -23.47 | -1.43 | 52.50 | 44.29 | -2.81 | 16.49 | 2.77 | -24.20 | -24.44 |
| Sharpe Ratio | NA | 0.52 | -0.49 | 0.02 | 0.07 | NA | NA | … | … | 0.18 | -0.48 | -0.79 | -0.04 | 1.05 | 2.63 | -0.22 | 0.76 | 0.07 | -0.49 | -0.97 |
| Standard Deviation(%) | NA | 23.35 | 28.49 | 34.86 | 33.48 | NA | NA | … | … | 22.79 | 30.54 | 31.40 | 34.50 | 49.67 | 16.34 | 18.93 | 21.04 | 38.30 | 49.08 | 41.40 |
| Draw Down(%) | NA | 19.71 | 49.90 | 58.01 | 63.15 | NA | NA | … | … | 18.93 | 41.36 | 29.25 | 28.98 | 40.41 | 11.14 | 11.56 | 11.31 | 29.24 | 61.80 | 36.74 |
| Yield(%) | 0.00 | 7.80 | 4.58 | 6.63 | 5.43 | 2.70 | 2.03 | … | … | 7.32 | 6.76 | 4.97 | 4.36 | 6.31 | 8.08 | 4.78 | 6.68 | 2.43 | 6.06 | 0.81 |
Data as of 12/11/2024, Common starting date is 06/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AY (Atlantica Sustainable Infrastructure PLC) |
-17.85%
Jan 2021 – Jan 2024 |
-4.75%
Oct 2014 – Oct 2019 |
-0.11%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AY (Atlantica Sustainable Infrastructure PLC) |
33.93%
Oct 2018 – Oct 2021 |
30.00%
Jan 2016 – Jan 2021 |
1.14%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart