Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENIC (Enel Chile S.A.) | 10.00% | 24.91% | 18.28% | 14.26% | 3.05% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENIC (Enel Chile S.A.) | 04/22/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 24.91 | 18.28 | 14.26 | 3.05 | NA | NA | … | … | 10.00 | 48.47 | -3.67 | 61.94 | 26.26 | -49.60 | -12.55 | 0.66 | -11.97 | 30.64 | -30.28 |
| Sharpe Ratio | NA | 0.68 | 0.52 | 0.31 | 0.02 | NA | NA | … | … | 0.56 | 1.66 | -0.24 | 1.59 | 0.46 | -1.34 | -0.29 | -0.02 | -0.36 | 1.17 | -1.41 |
| Standard Deviation(%) | NA | 27.74 | 30.25 | 38.06 | 36.71 | NA | NA | … | … | 32.62 | 27.67 | 29.80 | 37.11 | 54.59 | 37.03 | 44.70 | 34.09 | 36.98 | 25.64 | 28.85 |
| Draw Down(%) | NA | 15.68 | 27.78 | 65.25 | 80.28 | NA | NA | … | … | 15.33 | 17.70 | 16.17 | 26.53 | 49.86 | 56.53 | 40.37 | 31.69 | 35.23 | 17.66 | 32.73 |
| Yield(%) | 0.00 | 5.45 | 7.07 | 6.76 | 3.69 | 2.18 | 1.64 | … | … | 4.84 | 7.81 | 7.36 | 15.74 | 1.27 | 6.21 | 5.28 | 4.54 | 1.03 | 5.28 | 2.25 |
Data as of 06/10/2026, Common starting date 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.) |
61.84%
Jun 2022 – Jun 2025 |
15.02%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart