Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENR (Energizer Holdings, Inc.) | 0.89% | -6.46% | -12.34% | -11.54% | -5.70% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENR (Energizer Holdings, Inc.) | 06/12/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.70 | -6.46 | -12.34 | -11.54 | -5.70 | NA | NA | … | … | 0.89 | -40.09 | 14.36 | -2.18 | -13.19 | -2.19 | -13.77 | 14.28 | -3.84 | 10.08 | 34.08 | -1.38 |
| Sharpe Ratio | NA | -0.38 | -0.48 | -0.45 | -0.21 | NA | NA | … | … | -0.33 | -0.90 | 0.43 | -0.19 | -0.42 | -0.09 | -0.25 | 0.33 | -0.15 | 0.40 | 1.11 | -0.08 |
| Standard Deviation(%) | NA | 52.27 | 38.25 | 35.22 | 36.42 | NA | NA | … | … | 46.91 | 47.65 | 24.98 | 30.45 | 34.82 | 25.48 | 55.73 | 38.29 | 36.03 | 23.40 | 30.56 | 31.43 |
| Draw Down(%) | NA | 43.62 | 56.12 | 57.71 | 67.46 | NA | NA | … | … | 29.72 | 50.02 | 16.14 | 21.67 | 37.65 | 27.33 | 48.60 | 30.73 | 32.99 | 30.86 | 18.66 | 22.68 |
| Yield(%) | 0.00 | 5.44 | 3.62 | 2.72 | 2.43 | 2.44 | 1.83 | … | … | 3.01 | 3.47 | 3.77 | 3.51 | 2.95 | 2.84 | 2.47 | 2.68 | 2.44 | 2.42 | 2.95 | 1.43 |
Data as of 06/05/2026, Common starting date is 06/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENR (Energizer Holdings, Inc.) |
-18.69%
Mar 2023 – Mar 2026 |
-15.91%
Mar 2021 – Mar 2026 |
-6.06%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENR (Energizer Holdings, Inc.) |
21.06%
Jul 2015 – Jul 2018 |
9.10%
Jan 2016 – Jan 2021 |
-0.74%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart