Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENS (Enersys) | 54.99% | 167.65% | 31.83% | 19.59% | 14.09% | 14.71% | 15.79% | … | … |
Data as of 06/05/2026, Common starting date is 07/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENS (Enersys) | 07/30/2004 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 167.65 | 31.83 | 19.59 | 14.09 | 14.71 | 15.79 | … | … | 54.99 | 64.91 | -7.57 | 37.89 | -5.67 | -4.06 | 12.19 | -2.57 | 12.46 | -9.97 | 41.13 | -8.32 | -11.07 | 87.50 | 44.90 | -19.15 | 46.87 | 98.82 | -55.93 | 56.00 | 22.70 | -14.49 | 22.00 |
| Sharpe Ratio | NA | 4.65 | 0.88 | 0.52 | 0.37 | NA | NA | … | … | 4.04 | 1.76 | -0.42 | 1.03 | -0.19 | -0.13 | 0.19 | -0.12 | 0.35 | -0.42 | 1.30 | -0.31 | -0.43 | 4.00 | 1.51 | -0.39 | 1.32 | 1.55 | -0.70 | 1.60 | 0.38 | -0.35 | 2.20 |
| Standard Deviation(%) | NA | 36.83 | 34.27 | 34.48 | 36.80 | NA | NA | … | … | 47.68 | 35.90 | 26.68 | 33.49 | 38.01 | 31.30 | 61.04 | 34.23 | 31.72 | 25.41 | 31.41 | 27.06 | 25.89 | 21.89 | 29.96 | 49.46 | 35.55 | 63.75 | 81.44 | 33.22 | 50.66 | 48.19 | 26.55 |
| Draw Down(%) | NA | 18.32 | 29.32 | 41.79 | 56.27 | NA | NA | … | … | 18.32 | 23.72 | 16.52 | 25.28 | 29.99 | 28.70 | 50.77 | 38.92 | 19.02 | 26.64 | 22.42 | 31.37 | 29.35 | 6.73 | 19.18 | 55.24 | 21.87 | 30.36 | 83.95 | 10.07 | 29.17 | 41.06 | 9.22 |
| Yield(%) | 0.00 | 1.20 | 0.92 | 0.87 | 1.16 | 1.95 | 3.51 | … | … | 0.17 | 1.09 | 0.94 | 1.10 | 0.86 | 0.86 | 0.92 | 0.90 | 1.01 | 0.89 | 1.28 | 1.15 | 0.94 | 0.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENS (Enersys) |
-16.13%
Nov 2005 – Nov 2008 |
-4.08%
Mar 2015 – Mar 2020 |
3.02%
Jun 2015 – Jun 2025 |
8.19%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENS (Enersys) |
47.07%
Jan 2009 – Jan 2012 |
53.08%
Nov 2008 – Nov 2013 |
26.89%
Nov 2008 – Nov 2018 |
17.78%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart