Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERRAF (Emera Incorporated) | NA | 8.14% | 1.54% | 16.57% | NA | NA | NA | … | … |
Data as of 04/14/2025, Common starting date is 08/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERRAF (Emera Incorporated) | 08/03/2017 | 04/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.14 | 1.54 | 16.57 | NA | NA | NA | … | … | -0.48 | 6.68 | 6.36 | -5.77 | 49.49 | 7.47 | 2.26 | -16.33 | 3.18 |
| Sharpe Ratio | NA | 0.31 | -0.05 | 0.54 | NA | NA | NA | … | … | -0.28 | 0.22 | 0.06 | -0.54 | 3.69 | 0.19 | 0.06 | -0.93 | 0.85 |
| Standard Deviation(%) | NA | 15.32 | 32.54 | 26.93 | NA | NA | NA | … | … | 15.23 | 19.30 | 48.66 | 13.30 | 13.41 | 38.25 | 14.24 | 19.18 | 8.40 |
| Draw Down(%) | NA | 6.25 | 29.11 | 29.11 | NA | NA | NA | … | … | 1.69 | 7.97 | 25.09 | 12.02 | 3.25 | 38.93 | 15.92 | 21.09 | 2.62 |
| Yield(%) | 0.00 | 5.03 | 5.26 | 10.28 | 4.57 | 3.04 | 2.28 | … | … | 0.00 | 6.60 | 6.00 | 6.30 | 10.30 | 8.55 | 8.07 | 5.74 | 1.41 |
Data as of 04/14/2025, Common starting date is 08/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERRAF (Emera Incorporated) |
-7.14%
Sep 2017 – Sep 2020 |
1.48%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERRAF (Emera Incorporated) |
27.99%
Mar 2020 – Mar 2023 |
13.24%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart