Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESOCF (Enel SpA) | 16.11% | 33.44% | 29.90% | 10.75% | 15.52% | 9.20% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESOCF (Enel SpA) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 33.44 | 29.90 | 10.75 | 15.52 | 9.20 | NA | … | … | 16.11 | 54.08 | 2.78 | 46.03 | -26.54 | -17.97 | 32.21 | 42.48 | -3.10 | 47.54 | 7.62 | -0.89 | 5.23 | 9.61 | 9.80 | -13.29 | -10.01 | 13.47 |
| Sharpe Ratio | NA | 0.90 | 0.82 | 0.21 | 0.43 | NA | NA | … | … | 0.93 | 1.63 | -0.03 | 1.55 | -0.62 | -0.56 | 0.67 | 2.10 | -0.17 | 2.45 | 0.25 | -0.03 | 0.18 | 0.30 | 0.21 | -0.28 | -0.21 | 0.32 |
| Standard Deviation(%) | NA | 36.33 | 32.71 | 35.14 | 33.01 | NA | NA | … | … | 45.37 | 31.60 | 29.67 | 27.60 | 45.18 | 31.90 | 47.56 | 19.48 | 26.77 | 19.26 | 29.93 | 26.75 | 28.32 | 31.70 | 46.99 | 48.00 | 48.60 | 48.86 |
| Draw Down(%) | NA | 12.69 | 18.04 | 58.31 | 61.04 | NA | NA | … | … | 12.69 | 14.07 | 15.63 | 18.04 | 50.55 | 29.30 | 37.62 | 9.43 | 23.97 | 6.72 | 16.96 | 13.75 | 25.68 | 28.17 | 41.59 | 45.98 | 32.19 | 27.30 |
| Yield(%) | 0.00 | 6.09 | 7.68 | 5.13 | 8.00 | 4.75 | 4.98 | … | … | 2.57 | 7.26 | 6.32 | 7.71 | 4.99 | 5.82 | 2.41 | 2.47 | 4.55 | 4.63 | 4.46 | 4.55 | 5.07 | 4.24 | 4.43 | 6.44 | 3.79 | 7.16 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESOCF (Enel SpA) |
-15.90%
May 2009 – May 2012 |
-3.88%
Apr 2011 – Apr 2016 |
5.68%
Sep 2012 – Sep 2022 |
6.01%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESOCF (Enel SpA) |
42.11%
Oct 2022 – Oct 2025 |
24.41%
Jan 2016 – Jan 2021 |
17.76%
Feb 2016 – Feb 2026 |
10.91%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart