Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GEGYY (Genel Energy PLC ADR) | -40.00% | -46.23% | -23.28% | -17.98% | -20.11% | NA | NA | -24.31% |
Data as of 07/15/2025, AR inception is 08/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEGYY (Genel Energy PLC ADR) | 08/15/2014 | 07/15/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -46.23 | -23.28 | -17.98 | -20.11 | NA | NA | -24.31 | -40.00 | -19.49 | 4.26 | -18.88 | 25.71 | -25.30 | -28.07 | 143.54 | 3.82 | -69.55 | -62.42 | -22.66 |
| Sharpe Ratio | NA | -0.72 | -0.56 | -0.39 | -0.33 | NA | NA | -0.37 | -0.64 | -1.49 | 0.00 | -0.33 | 0.43 | -0.35 | -0.63 | 2.12 | 0.12 | -0.57 | -1.24 | -1.21 |
| Standard Deviation(%) | NA | 76.28 | 52.83 | 54.56 | 65.84 | NA | NA | 64.28 | 103.13 | 17.47 | 31.69 | 61.39 | 59.48 | 72.52 | 46.46 | 67.64 | 27.39 | 122.51 | 50.29 | 40.85 |
| Draw Down(%) | NA | 51.69 | 65.72 | 73.40 | 89.40 | NA | NA | 94.08 | 40.00 | 19.49 | 21.33 | 48.90 | 28.39 | 46.36 | 32.48 | 21.71 | 14.87 | 71.53 | 62.42 | 25.86 |
| Yield(%) | 0.00 | 0.00 | 4.20 | 4.98 | 0.93 | 0.36 | 0.27 | 0.54 | 0.00 | 0.00 | 9.74 | 10.55 | 11.27 | 7.06 | 4.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/15/2025, AR inception is 08/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEGYY (Genel Energy PLC ADR) |
-55.82%
Sep 2014 - Sep 2017 |
-30.74%
Sep 2014 - Sep 2019 |
-21.82%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEGYY (Genel Energy PLC ADR) |
36.61%
Mar 2016 - Mar 2019 |
24.01%
Apr 2017 - Apr 2022 |
-16.24%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart