Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDRVF (EDP Renovaveis) | 25.50% | 72.27% | -2.82% | -4.63% | 9.66% | 7.12% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDRVF (EDP Renovaveis) | 02/23/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 72.27 | -2.82 | -4.63 | 9.66 | 7.12 | NA | … | … | 25.50 | 34.19 | -47.76 | -10.82 | -11.67 | -10.85 | 162.91 | 34.80 | 8.01 | 26.09 | -17.76 | 19.49 | 24.63 | -0.20 | -13.40 | 4.08 | -27.05 |
| Sharpe Ratio | NA | 2.13 | -0.22 | -0.19 | 0.21 | NA | NA | … | … | 2.23 | 0.91 | -1.45 | -0.37 | -0.25 | -0.20 | 2.71 | 2.03 | 0.31 | 1.20 | -0.08 | 0.64 | 0.97 | 0.00 | -0.29 | 0.12 | -0.73 |
| Standard Deviation(%) | NA | 32.75 | 36.03 | 41.63 | 39.24 | NA | NA | … | … | 32.18 | 34.41 | 35.38 | 39.34 | 52.40 | 55.06 | 59.75 | 16.41 | 21.53 | 21.37 | 229.59 | 30.59 | 25.42 | 178.46 | 46.92 | 32.56 | 42.42 |
| Draw Down(%) | NA | 15.16 | 62.35 | 71.50 | 73.24 | NA | NA | … | … | 8.31 | 23.44 | 50.20 | 38.58 | 32.54 | 36.16 | 30.92 | 2.56 | 19.91 | 7.91 | 70.71 | 16.10 | 16.49 | 73.37 | 51.79 | 32.45 | 40.36 |
| Yield(%) | 0.00 | 1.46 | 0.78 | 0.47 | 1.25 | 1.10 | 0.70 | … | … | 1.06 | 0.93 | 1.09 | 0.00 | 0.34 | 0.33 | 0.80 | 0.95 | 0.89 | 0.79 | 0.78 | 0.77 | 1.15 | 0.57 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDRVF (EDP Renovaveis) |
-30.32%
Mar 2022 – Mar 2025 |
-13.22%
Dec 2020 – Dec 2025 |
3.34%
Mar 2015 – Mar 2025 |
1.55%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDRVF (EDP Renovaveis) |
56.43%
Dec 2017 – Dec 2020 |
33.89%
Dec 2016 – Dec 2021 |
24.52%
Aug 2012 – Aug 2022 |
7.86%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart