Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EONGY (E.ON SE ADR) | 64.97% | 37.95% | 34.47% | 14.10% | 9.62% | 2.81% | 3.10% | 4.66% |
Data as of 07/25/2025, AR inception is 10/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EONGY (E.ON SE ADR) | 10/08/1997 | 07/25/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | 37.95 | 34.47 | 14.10 | 9.62 | 2.81 | 3.10 | 4.66 | 64.97 | -9.82 | 41.96 | -25.33 | 31.70 | 8.62 | 13.29 | -6.21 | 58.83 | -8.34 | -42.01 | -3.71 | 6.67 | -6.76 | -25.02 | -22.93 | 8.61 | -40.19 | 60.46 | 40.47 | 17.92 | 44.22 | 66.89 | -17.97 | -12.21 | 24.59 | -16.39 | -13.22 | 12.77 |
| Sharpe Ratio | NA | 1.30 | 1.29 | 0.49 | 0.30 | NA | NA | 0.10 | 4.73 | -0.80 | 1.94 | -0.81 | 1.71 | 0.24 | 0.69 | -0.32 | 2.55 | -0.23 | -1.20 | -0.16 | 0.28 | -0.22 | -0.54 | -0.85 | 0.21 | -0.68 | 2.26 | 1.65 | 0.85 | 2.19 | 2.14 | -0.54 | -0.41 | 0.48 | -0.50 | -0.48 | 2.31 |
| Standard Deviation(%) | NA | 26.88 | 24.16 | 24.52 | 27.38 | NA | NA | 31.94 | 30.09 | 20.44 | 19.61 | 32.98 | 18.55 | 35.48 | 17.29 | 23.52 | 22.96 | 36.86 | 35.11 | 22.88 | 23.96 | 30.59 | 46.60 | 27.05 | 41.08 | 60.06 | 25.59 | 22.61 | 18.56 | 19.79 | 30.91 | 35.49 | 36.06 | 42.47 | 39.26 | 34.65 | 28.23 |
| Draw Down(%) | NA | 29.37 | 29.37 | 46.78 | 46.78 | NA | NA | 83.76 | 10.07 | 24.66 | 13.56 | 46.78 | 11.23 | 33.52 | 20.69 | 18.19 | 13.07 | 30.29 | 51.33 | 23.06 | 13.24 | 30.82 | 44.72 | 33.44 | 43.42 | 59.32 | 14.32 | 14.49 | 13.58 | 10.49 | 15.08 | 31.40 | 30.53 | 24.42 | 36.42 | 33.91 | 12.97 |
| Yield(%) | 0.00 | 4.15 | 6.61 | 4.67 | 4.59 | 2.81 | 3.68 | 4.85 | 4.89 | 4.35 | 5.37 | 3.70 | 4.91 | 4.66 | 4.88 | 3.39 | 3.18 | 19.09 | 3.20 | 4.65 | 7.50 | 5.71 | 6.88 | 4.84 | 4.56 | 3.01 | 3.29 | 7.78 | 3.37 | 3.76 | 4.42 | 3.29 | 2.31 | 3.47 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 10/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EONGY (E.ON SE ADR) |
-24.91%
Sep 2012 - Sep 2015 |
-19.93%
May 2008 - May 2013 |
-11.50%
May 2008 - May 2018 |
-7.63%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EONGY (E.ON SE ADR) |
43.79%
Mar 2003 - Mar 2006 |
44.94%
Dec 2002 - Dec 2007 |
17.32%
Aug 1998 - Aug 2008 |
5.44%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart