Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMRAF (Emera Incorporated) | NA | 39.70% | 5.84% | 9.35% | 8.79% | 9.60% | NA | … | … |
Data as of 08/14/2025, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMRAF (Emera Incorporated) | 01/06/2010 | 08/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 39.70 | 5.84 | 9.35 | 8.79 | 9.60 | NA | … | … | 32.00 | 6.28 | 3.38 | -18.63 | 23.89 | 3.24 | 41.65 | -8.91 | 15.46 | 13.56 | -2.44 | 21.78 | -15.03 | 11.35 | 6.65 | 37.76 |
| Sharpe Ratio | NA | 1.05 | 0.07 | 0.30 | 0.30 | NA | NA | … | … | 3.04 | 0.07 | -0.01 | -0.88 | 1.55 | 0.08 | 2.29 | -0.52 | 1.16 | 0.73 | -0.12 | 1.52 | -0.90 | 0.86 | 0.24 | 1.62 |
| Standard Deviation(%) | NA | 34.96 | 28.40 | 24.31 | 24.08 | NA | NA | … | … | 17.74 | 36.32 | 23.83 | 22.79 | 15.43 | 39.52 | 17.56 | 19.82 | 12.80 | 18.19 | 21.05 | 14.32 | 16.67 | 13.20 | 27.27 | 23.56 |
| Draw Down(%) | NA | 19.56 | 30.07 | 32.02 | 35.92 | NA | NA | … | … | 7.57 | 19.56 | 25.38 | 27.47 | 6.04 | 35.92 | 9.92 | 19.05 | 7.45 | 13.23 | 13.57 | 6.84 | 23.69 | 13.08 | 18.30 | 10.66 |
| Yield(%) | 0.00 | 7.25 | 4.70 | 5.74 | 5.92 | 7.25 | 5.77 | … | … | 4.24 | 6.86 | 5.28 | 4.81 | 5.70 | 4.24 | 6.53 | 5.43 | 4.87 | 4.90 | 3.94 | 4.65 | 3.96 | 3.15 | 4.17 | 4.80 |
Data as of 08/14/2025, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMRAF (Emera Incorporated) |
-4.54%
Jun 2021 – Jun 2024 |
1.13%
Jun 2019 – Jun 2024 |
5.41%
Oct 2012 – Oct 2022 |
9.03%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMRAF (Emera Incorporated) |
21.91%
Dec 2018 – Dec 2021 |
13.76%
Dec 2016 – Dec 2021 |
11.29%
Feb 2010 – Feb 2020 |
9.81%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart