Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTY (DTE Energy Company) | NA | 2,995.83% | 227.51% | 109.77% | NA | NA | NA | … | … |
Data as of 01/17/2022, Common starting date is 12/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTY (DTE Energy Company) | 12/08/2016 | 01/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.49 | 2,995.83 | 227.51 | 109.77 | NA | NA | NA | … | … | 27.27 | -100.00 | -0.37 | 4.38 | -3.70 | 4.16 | 4.47 |
| Sharpe Ratio | NA | 7.57 | 1.15 | 0.72 | NA | NA | NA | … | … | 546.22 | 7.99 | -0.02 | -1.90 | -2.67 | -1.79 | 9.19 |
| Standard Deviation(%) | NA | 312.01 | 180.81 | 140.37 | NA | NA | NA | … | … | 45.74 | 315.15 | 27.59 | 9.94 | 9.45 | 8.44 | 10.75 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 2.34 | 100.00 | 26.76 | 6.73 | 8.39 | 4.42 | 0.77 |
| Yield(%) | 0.00 | 5.78 | 5.86 | 6.05 | 3.10 | 2.07 | 1.55 | … | … | 0.00 | 5.69 | 5.57 | 5.87 | 5.79 | 6.12 | 0.00 |
Data as of 01/17/2022, Common starting date is 12/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTY (DTE Energy Company) |
3.77%
Jun 2017 – Jun 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTY (DTE Energy Company) |
202.92%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart