Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENGIY (Engie SA ADR) | 23.99% | 50.75% | 37.44% | 25.50% | 14.46% | 6.15% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENGIY (Engie SA ADR) | 07/31/2008 | 06/04/2026 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 50.75 | 37.44 | 25.50 | 14.46 | 6.15 | NA | … | … | 23.99 | 81.58 | -1.14 | 35.81 | 4.21 | 0.67 | -5.26 | 19.85 | -11.82 | 43.28 | -22.15 | -19.82 | 4.79 | 22.64 | -16.21 | -19.67 | -11.21 | -6.16 | -18.94 |
| Sharpe Ratio | NA | 2.23 | 1.65 | 0.90 | 0.49 | NA | NA | … | … | 2.35 | 3.42 | -0.28 | 1.38 | 0.08 | 0.03 | -0.13 | 0.98 | -0.62 | 2.01 | -0.81 | -0.77 | 0.23 | 0.94 | -0.53 | -0.44 | -0.34 | -0.16 | -0.41 |
| Standard Deviation(%) | NA | 21.92 | 20.93 | 25.40 | 26.45 | NA | NA | … | … | 27.60 | 23.14 | 17.25 | 23.47 | 36.82 | 19.65 | 42.46 | 18.83 | 21.47 | 21.29 | 27.69 | 25.69 | 21.08 | 24.10 | 30.73 | 44.47 | 33.13 | 39.71 | 96.29 |
| Draw Down(%) | NA | 14.05 | 17.84 | 34.25 | 47.84 | NA | NA | … | … | 12.52 | 14.05 | 17.84 | 14.63 | 34.25 | 19.08 | 47.84 | 10.66 | 23.77 | 9.48 | 27.47 | 31.71 | 22.29 | 13.02 | 27.63 | 38.80 | 34.09 | 42.67 | 52.15 |
| Yield(%) | 0.00 | 7.36 | 10.66 | 9.72 | 7.13 | 3.66 | 2.11 | … | … | 5.91 | 10.55 | 8.87 | 10.45 | 6.48 | 4.11 | 0.00 | 5.95 | 5.02 | 7.37 | 6.40 | 4.75 | 6.86 | 9.53 | 6.82 | 5.75 | 4.49 | 6.35 | 1.64 |
Data as of 06/04/2026, Common starting date is 07/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENGIY (Engie SA ADR) |
-16.33%
Feb 2014 – Feb 2017 |
-11.79%
Aug 2008 – Aug 2013 |
-6.78%
Aug 2008 – Aug 2018 |
-1.92%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENGIY (Engie SA ADR) |
45.48%
Feb 2023 – Feb 2026 |
28.23%
Feb 2021 – Feb 2026 |
15.53%
Feb 2016 – Feb 2026 |
5.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart