Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLPEF (Galp Energia SGPS S.A) | 26.04% | 25.30% | 27.23% | 17.57% | 9.66% | 4.00% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLPEF (Galp Energia SGPS S.A) | 12/13/2007 | 06/03/2026 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 25.30 | 27.23 | 17.57 | 9.66 | 4.00 | NA | … | … | 26.04 | 2.51 | 26.23 | 10.80 | 44.12 | -0.38 | -29.26 | 8.10 | -13.30 | 29.97 | 38.06 | 8.01 | -38.04 | 12.51 | 4.35 | -18.94 | 9.30 | 110.30 | -70.00 | 21.41 |
| Sharpe Ratio | NA | 0.78 | 0.50 | 0.31 | 0.19 | NA | NA | … | … | 1.63 | -0.01 | 0.50 | 0.20 | 0.74 | -0.01 | -0.49 | 0.39 | -0.60 | 1.85 | 1.20 | 0.30 | -1.38 | 0.63 | 0.13 | -0.58 | 0.24 | 2.45 | -1.07 | 161.45 |
| Standard Deviation(%) | NA | 54.45 | 49.77 | 49.10 | 42.38 | NA | NA | … | … | 45.26 | 62.10 | 45.00 | 35.38 | 57.72 | 35.39 | 60.14 | 17.03 | 24.53 | 15.87 | 31.64 | 26.40 | 27.52 | 19.91 | 32.70 | 32.81 | 38.87 | 44.96 | 66.03 | 52.14 |
| Draw Down(%) | NA | 25.49 | 35.23 | 35.23 | 58.33 | NA | NA | … | … | 16.70 | 25.49 | 27.11 | 28.23 | 33.06 | 26.66 | 50.92 | 13.25 | 26.25 | 4.79 | 15.73 | 24.02 | 42.54 | 11.45 | 34.37 | 37.87 | 24.59 | 14.14 | 72.30 | 2.01 |
| Yield(%) | 0.00 | 2.11 | 5.61 | 5.09 | 4.69 | 2.50 | 1.71 | … | … | 0.00 | 4.56 | 6.20 | 4.34 | 5.49 | 6.87 | 2.65 | 4.87 | 3.65 | 3.96 | 4.63 | 4.08 | 2.41 | 0.00 | 1.32 | 0.75 | 1.08 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLPEF (Galp Energia SGPS S.A) |
-20.59%
Oct 2017 – Oct 2020 |
-10.96%
Feb 2011 – Feb 2016 |
-5.64%
Oct 2010 – Oct 2020 |
-2.91%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLPEF (Galp Energia SGPS S.A) |
43.29%
Oct 2008 – Oct 2011 |
27.10%
Oct 2020 – Oct 2025 |
12.56%
Feb 2016 – Feb 2026 |
7.82%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart