Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENGGF (Enagás S.A) | NA | 21.93% | 5.93% | 1.28% | 2.13% | NA | NA | … | … |
Data as of 12/18/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENGGF (Enagás S.A) | 08/06/2012 | 12/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.93 | 5.93 | 1.28 | 2.13 | NA | NA | … | … | 36.69 | -23.99 | 19.21 | -22.74 | 18.48 | -6.53 | -4.24 | 8.18 | 19.63 | -6.03 | -14.39 | 33.93 | 29.51 | 29.98 |
| Sharpe Ratio | NA | 0.81 | 0.16 | -0.04 | 0.02 | NA | NA | … | … | 1.71 | -0.88 | 0.65 | -0.86 | 1.05 | -0.13 | -0.21 | 0.40 | 1.08 | -0.33 | -0.66 | 2.17 | 1.54 | 3.44 |
| Standard Deviation(%) | NA | 23.47 | 25.96 | 25.33 | 27.64 | NA | NA | … | … | 20.74 | 31.36 | 24.17 | 28.10 | 17.54 | 52.75 | 26.96 | 16.92 | 17.60 | 19.18 | 21.82 | 15.60 | 19.10 | 27.16 |
| Draw Down(%) | NA | 15.36 | 30.09 | 33.59 | 33.59 | NA | NA | … | … | 5.12 | 23.99 | 16.49 | 32.98 | 7.17 | 27.85 | 22.74 | 7.62 | 6.46 | 20.07 | 17.79 | 4.30 | 7.73 | 0.14 |
| Yield(%) | 0.00 | 4.53 | 9.18 | 7.10 | 5.89 | 8.26 | 6.20 | … | … | 5.08 | 8.62 | 11.32 | 7.54 | 8.09 | 7.64 | 6.23 | 6.24 | 6.75 | 5.35 | 4.27 | 6.36 | 6.37 | 2.54 |
Data as of 12/18/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENGGF (Enagás S.A) |
-12.75%
Jan 2022 – Jan 2025 |
-7.14%
Jan 2020 – Jan 2025 |
-2.54%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENGGF (Enagás S.A) |
23.63%
Sep 2012 – Sep 2015 |
17.65%
Sep 2012 – Sep 2017 |
6.02%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart