Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERII (Energy Recovery, Inc.) | -38.55% | -33.84% | -31.14% | -16.22% | -2.74% | 8.53% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERII (Energy Recovery, Inc.) | 07/02/2008 | 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 (%) | -3.94 | -33.84 | -31.14 | -16.22 | -2.74 | 8.53 | NA | … | … | -38.55 | -5.58 | -21.13 | -8.05 | -4.65 | 57.55 | 39.33 | 45.47 | -23.09 | -15.46 | 46.39 | 34.16 | -5.05 | 63.24 | 31.78 | -29.51 | -46.80 | -9.23 | -22.89 |
| Sharpe Ratio | NA | -0.59 | -0.61 | -0.36 | -0.08 | NA | NA | … | … | -0.85 | -0.20 | -0.53 | -0.26 | -0.12 | 1.31 | 0.66 | 0.55 | -0.94 | -0.72 | 0.19 | 0.13 | -0.37 | 0.70 | 0.26 | -0.67 | -1.17 | -0.46 | -0.64 |
| Standard Deviation(%) | NA | 61.70 | 55.77 | 50.88 | 51.10 | NA | NA | … | … | 85.80 | 42.86 | 53.01 | 46.81 | 49.49 | 44.07 | 58.52 | 40.66 | 47.45 | 48.32 | 64.30 | 124.99 | 64.31 | 63.62 | 51.41 | 72.03 | 56.11 | 60.38 | 93.78 |
| Draw Down(%) | NA | 54.89 | 73.31 | 73.31 | 73.31 | NA | NA | … | … | 49.69 | 32.44 | 34.48 | 53.74 | 30.11 | 23.38 | 41.02 | 27.88 | 34.83 | 45.69 | 44.34 | 59.96 | 49.00 | 38.85 | 26.49 | 49.17 | 56.25 | 45.96 | 60.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERII (Energy Recovery, Inc.) |
-35.65%
Apr 2009 – Apr 2012 |
-16.29%
Mar 2010 – Mar 2015 |
-2.71%
May 2016 – May 2026 |
3.57%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERII (Energy Recovery, Inc.) |
61.12%
Sep 2015 – Sep 2018 |
39.73%
Sep 2011 – Sep 2016 |
25.74%
Jul 2012 – Jul 2022 |
11.03%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart