Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELCPF (EDP – Energias de Portugal S.A) | 23.26% | 35.52% | 5.42% | 2.35% | 10.39% | 7.33% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELCPF (EDP – Energias de Portugal S.A) | 10/18/2010 | 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 (%) | 0.82 | 35.52 | 5.42 | 2.35 | 10.39 | 7.33 | NA | … | … | 23.26 | 40.47 | -29.57 | 0.95 | 0.89 | 1.42 | 38.96 | 22.43 | 3.91 | 27.56 | -19.03 | 4.41 | 25.82 | 4.84 | 1.64 | -10.29 | -9.09 |
| Sharpe Ratio | NA | 0.71 | 0.05 | -0.02 | 0.23 | NA | NA | … | … | 1.07 | 1.07 | -0.92 | -0.08 | -0.01 | 0.04 | 0.95 | 1.33 | 0.17 | 1.23 | -0.95 | 0.35 | 0.89 | 0.21 | 0.05 | -0.37 | -1.21 |
| Standard Deviation(%) | NA | 42.04 | 38.56 | 36.83 | 32.45 | NA | NA | … | … | 51.58 | 35.24 | 35.97 | 34.55 | 43.18 | 32.34 | 40.71 | 15.79 | 14.58 | 21.88 | 20.26 | 12.62 | 28.91 | 22.50 | 33.75 | 27.90 | 30.64 |
| Draw Down(%) | NA | 19.02 | 41.41 | 45.18 | 49.20 | NA | NA | … | … | 10.94 | 19.02 | 32.71 | 31.25 | 28.18 | 20.85 | 32.93 | 7.44 | 14.50 | 9.07 | 19.84 | 7.00 | 21.87 | 13.14 | 24.59 | 26.25 | 14.92 |
| Yield(%) | 0.00 | 10.56 | 5.56 | 4.39 | 7.46 | 5.78 | 3.94 | … | … | 9.61 | 6.94 | 4.34 | 4.16 | 3.92 | 4.30 | 5.07 | 6.12 | 6.48 | 6.98 | 5.36 | 5.24 | 5.69 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELCPF (EDP – Energias de Portugal S.A) |
-12.37%
Apr 2021 – Apr 2024 |
-3.97%
Jan 2020 – Jan 2025 |
2.02%
Jun 2014 – Jun 2024 |
5.84%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELCPF (EDP – Energias de Portugal S.A) |
26.81%
Jan 2018 – Jan 2021 |
20.34%
Apr 2016 – Apr 2021 |
13.51%
May 2012 – May 2022 |
7.34%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart