Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ENIC (Enel Chile S.A.) | 31.06% | 26.24% | 50.42% | 5.01% | NA | NA | NA | -0.09% |
Data as of 06/06/2025, AR inception is 04/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENIC (Enel Chile S.A.) | 04/22/2016 | 06/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.24 | 50.42 | 5.01 | NA | NA | NA | -0.09 | 31.06 | 4.05 | 61.94 | 26.26 | -49.60 | -12.55 | 0.66 | -11.97 | 30.64 | -30.28 |
| Sharpe Ratio | NA | 0.77 | 1.17 | 0.08 | NA | NA | NA | -0.04 | 2.62 | 0.01 | 1.59 | 0.46 | -1.34 | -0.29 | -0.02 | -0.36 | 1.17 | -1.41 |
| Standard Deviation(%) | NA | 29.81 | 40.14 | 39.30 | NA | NA | NA | 37.54 | 32.36 | 30.08 | 37.11 | 54.59 | 37.03 | 44.70 | 34.09 | 36.98 | 25.64 | 28.85 |
| Draw Down(%) | NA | 16.71 | 31.58 | 74.06 | NA | NA | NA | 80.28 | 16.71 | 16.17 | 26.53 | 49.86 | 56.53 | 40.37 | 31.69 | 35.23 | 17.66 | 32.73 |
| Yield(%) | 0.00 | 7.42 | 23.31 | 6.04 | 3.32 | 2.22 | 1.66 | 3.69 | 7.76 | 14.38 | 15.85 | 1.27 | 6.21 | 5.28 | 4.54 | 1.03 | 5.28 | 2.25 |
Data as of 06/06/2025, AR inception is 04/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENIC (Enel Chile S.A.) |
-35.14%
Jun 2019 - Jun 2022 |
-23.52%
Jun 2017 - Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENIC (Enel Chile S.A.) |
53.64%
May 2022 - May 2025 |
9.00%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart