Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GENGF (Gear Energy Ltd) | -5.71% | -25.26% | -28.79% | 9.08% | -9.98% | NA | NA | -19.12% |
Data as of 02/07/2025, AR inception is 03/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENGF (Gear Energy Ltd) | 03/07/2014 | 02/07/2025 |
| 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 (%) | -8.33 | -25.26 | -28.79 | 9.08 | -9.98 | NA | NA | -19.12 | -5.71 | -20.15 | -38.09 | 30.21 | 220.00 | -37.85 | -15.62 | -37.65 | -19.25 | 100.47 | -80.19 | -41.22 |
| Sharpe Ratio | NA | -0.72 | -0.67 | 0.09 | -0.15 | NA | NA | -0.25 | -1.00 | -0.62 | -0.94 | 0.49 | 2.93 | -0.29 | -0.23 | -0.55 | -0.37 | 1.12 | -0.86 | -0.76 |
| Standard Deviation(%) | NA | 39.90 | 47.28 | 77.29 | 77.22 | NA | NA | 76.45 | 46.57 | 38.64 | 44.84 | 59.44 | 75.08 | 131.99 | 73.90 | 71.17 | 54.03 | 89.56 | 93.43 | 62.97 |
| Draw Down(%) | NA | 40.29 | 70.57 | 78.80 | 97.01 | NA | NA | 98.98 | 10.81 | 40.29 | 40.88 | 44.11 | 45.00 | 83.43 | 56.31 | 69.37 | 47.56 | 48.71 | 85.08 | 70.04 |
| Yield(%) | 0.00 | 8.02 | 4.34 | 11.13 | 1.26 | 0.29 | 0.22 | 0.43 | 0.00 | 8.75 | 8.64 | 6.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/07/2025, AR inception is 03/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENGF (Gear Energy Ltd) |
-54.70%
Mar 2017 - Mar 2020 |
-45.62%
Mar 2015 - Mar 2020 |
-19.03%
Jul 2014 - Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENGF (Gear Energy Ltd) |
140.22%
Mar 2020 - Mar 2023 |
18.72%
May 2017 - May 2022 |
-9.91%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart