Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENLAY (ENEL Societa per Azioni) | 8.33% | 27.03% | 27.58% | 9.25% | 15.38% | 9.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENLAY (ENEL Societa per Azioni) | 04/29/2008 | 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 (%) | -0.45 | 27.03 | 27.58 | 9.25 | 15.38 | 9.21 | NA | … | … | 8.33 | 56.26 | 2.11 | 47.16 | -28.12 | -17.31 | 34.46 | 42.07 | -0.39 | 45.54 | 9.98 | -3.09 | 5.02 | 11.40 | 10.66 | -13.43 | -9.43 | 17.53 | -41.50 |
| Sharpe Ratio | NA | 1.16 | 1.15 | 0.25 | 0.53 | NA | NA | … | … | 0.67 | 2.67 | -0.08 | 2.00 | -0.87 | -0.79 | 0.84 | 2.12 | -0.07 | 2.40 | 0.34 | -0.11 | 0.18 | 0.37 | 0.28 | -0.31 | -0.29 | 0.41 | -0.72 |
| Standard Deviation(%) | NA | 21.86 | 21.14 | 24.54 | 26.09 | NA | NA | … | … | 28.92 | 20.12 | 18.56 | 22.02 | 34.16 | 22.08 | 40.69 | 19.12 | 24.78 | 18.78 | 28.37 | 28.42 | 28.45 | 30.47 | 38.81 | 43.21 | 32.98 | 42.61 | 77.01 |
| Draw Down(%) | NA | 12.76 | 17.48 | 57.13 | 60.30 | NA | NA | … | … | 12.76 | 13.01 | 15.35 | 17.48 | 48.72 | 29.86 | 37.36 | 8.46 | 22.98 | 7.19 | 16.99 | 14.17 | 27.03 | 27.11 | 41.01 | 43.84 | 29.64 | 38.48 | 51.79 |
| Yield(%) | 0.00 | 4.68 | 6.98 | 4.54 | 8.23 | 4.91 | 3.12 | … | … | 1.23 | 7.31 | 6.34 | 7.62 | 5.23 | 4.20 | 4.60 | 5.57 | 4.58 | 4.63 | 4.41 | 3.66 | 4.28 | 4.71 | 4.75 | 7.58 | 5.67 | 17.36 | 6.31 |
Data as of 06/04/2026, Common starting date is 04/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENLAY (ENEL Societa per Azioni) |
-14.25%
Jul 2009 – Jul 2012 |
-11.52%
Jun 2008 – Jun 2013 |
0.08%
May 2008 – May 2018 |
2.70%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENLAY (ENEL Societa per Azioni) |
40.54%
Sep 2022 – Sep 2025 |
25.63%
Jan 2016 – Jan 2021 |
18.03%
Feb 2016 – Feb 2026 |
11.14%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart