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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
EONGY (E.ON SE ADR) 65.24% 38.17% 34.54% 14.13% 9.64% 2.82% 3.11% 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 (%) -0.59 38.17 34.54 14.13 9.64 2.82 3.11 4.66 65.24 -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