Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ENAKF (E.ON SE) | 72.70% | 47.72% | 37.48% | 14.86% | 8.55% | 1.64% | NA | 2.12% |
Data as of 07/29/2025, AR inception is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENAKF (E.ON SE) | 06/10/2010 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 47.72 | 37.48 | 14.86 | 8.55 | 1.64 | NA | 2.12 | 72.70 | -9.89 | 42.30 | -23.06 | 30.93 | 5.93 | 13.16 | -6.75 | 61.53 | -22.98 | -41.97 | -2.74 | 6.87 | -7.63 | -26.45 | 7.75 |
| Sharpe Ratio | NA | 0.92 | 0.93 | 0.34 | 0.18 | NA | NA | 0.02 | 3.49 | -0.43 | 1.68 | -0.64 | 1.01 | 0.14 | 0.55 | -0.32 | 2.26 | -0.63 | -1.05 | -0.11 | 0.27 | -0.24 | -0.58 | 0.57 |
| Standard Deviation(%) | NA | 38.15 | 33.84 | 33.31 | 33.46 | NA | NA | 32.81 | 39.15 | 38.43 | 22.86 | 38.42 | 30.67 | 39.14 | 21.27 | 25.55 | 27.08 | 36.55 | 39.93 | 25.24 | 25.68 | 31.81 | 45.38 | 24.60 |
| Draw Down(%) | NA | 29.01 | 29.01 | 43.01 | 49.38 | NA | NA | 73.99 | 9.81 | 27.05 | 14.87 | 43.01 | 12.33 | 31.48 | 20.91 | 16.70 | 13.36 | 38.48 | 51.01 | 22.57 | 14.21 | 30.06 | 46.28 | 9.24 |
| Yield(%) | 0.00 | 4.17 | 6.70 | 4.62 | 3.72 | 2.30 | 1.85 | 2.47 | 4.85 | 4.28 | 5.57 | 3.73 | 5.33 | 4.78 | 4.30 | 3.31 | 3.31 | 5.85 | 3.27 | 4.67 | 7.50 | 6.32 | 4.88 | 0.00 |
Data as of 07/29/2025, AR inception is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENAKF (E.ON SE) |
-26.68%
Nov 2013 - Nov 2016 |
-19.08%
Nov 2011 - Nov 2016 |
-6.70%
Feb 2011 - Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENAKF (E.ON SE) |
34.79%
Jun 2022 - Jun 2025 |
18.78%
Dec 2016 - Dec 2021 |
7.70%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart