Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDPFY (EDP Energias de Portugal SA ADR) | 15.81% | 31.28% | 6.30% | 3.18% | 9.91% | 8.18% | 7.30% | … | … |
Data as of 06/05/2026, Common starting date is 06/17/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDPFY (EDP Energias de Portugal SA ADR) | 06/17/1997 | 06/05/2026 |
| 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 31.28 | 6.30 | 3.18 | 9.91 | 8.18 | 7.30 | … | … | 15.81 | 51.44 | -32.73 | 5.48 | -5.64 | -9.43 | 57.17 | 31.19 | 7.07 | 20.13 | -9.98 | -1.99 | 12.21 | 28.47 | 8.13 | -0.25 | -19.87 | 22.02 | -39.45 | 32.04 | 69.14 | 6.61 | 19.10 | 64.68 | -19.09 | -32.47 | 0.72 | -21.74 | 15.00 | 12.32 |
| Sharpe Ratio | NA | 1.37 | 0.14 | -0.01 | 0.32 | NA | NA | … | … | 1.57 | 1.80 | -1.36 | 0.08 | -0.24 | -0.37 | 1.47 | 1.57 | 0.22 | 0.96 | -0.36 | -0.08 | 0.52 | 1.40 | 0.28 | -0.01 | -0.59 | 0.70 | -0.74 | 1.41 | 3.43 | 0.30 | 0.78 | 2.37 | -0.76 | -1.26 | -0.13 | -1.02 | 0.34 | 0.70 |
| Standard Deviation(%) | NA | 23.23 | 26.51 | 26.43 | 27.04 | NA | NA | … | … | 26.92 | 27.13 | 26.79 | 23.28 | 29.73 | 25.72 | 38.46 | 18.88 | 26.36 | 20.45 | 28.64 | 25.67 | 23.42 | 20.34 | 29.37 | 38.03 | 33.66 | 31.18 | 54.21 | 20.59 | 19.29 | 14.63 | 23.15 | 26.99 | 26.55 | 28.03 | 27.71 | 24.73 | 34.28 | 28.80 |
| Draw Down(%) | NA | 16.26 | 37.55 | 42.74 | 48.09 | NA | NA | … | … | 8.48 | 16.26 | 32.94 | 31.37 | 25.53 | 22.76 | 38.30 | 7.71 | 18.90 | 16.31 | 18.78 | 19.56 | 23.76 | 12.85 | 29.50 | 24.83 | 31.17 | 23.95 | 57.39 | 11.15 | 11.15 | 14.63 | 13.60 | 14.86 | 29.62 | 35.00 | 31.58 | 41.38 | 24.77 | 22.71 |
| Yield(%) | 0.00 | 5.94 | 4.54 | 3.97 | 6.83 | 6.19 | 5.94 | … | … | 5.11 | 6.99 | 4.20 | 4.20 | 3.79 | 3.45 | 7.43 | 6.21 | 6.70 | 6.84 | 6.03 | 5.24 | 7.01 | 7.79 | 7.54 | 7.37 | 4.82 | 4.88 | 3.05 | 2.98 | 3.80 | 4.00 | 4.00 | 6.31 | 4.75 | 3.72 | 3.60 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDPFY (EDP Energias de Portugal SA ADR) |
-23.64%
Feb 2000 – Feb 2003 |
-16.92%
Apr 1998 – Apr 2003 |
-0.53%
Nov 2007 – Nov 2017 |
1.31%
May 1998 – May 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDPFY (EDP Energias de Portugal SA ADR) |
39.11%
May 2005 – May 2008 |
38.61%
Oct 2002 – Oct 2007 |
15.72%
May 2012 – May 2022 |
12.00%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart