Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLPEY (Galp Energa) | 33.80% | 41.42% | 30.99% | 18.69% | 9.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLPEY (Galp Energa) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.45 | 41.42 | 30.99 | 18.69 | 9.92 | NA | NA | … | … | 33.80 | 8.71 | 15.37 | 14.97 | 46.39 | -3.65 | -33.53 | 13.07 | -12.31 | 26.43 | 34.00 | 20.65 | -36.81 | 6.43 | 16.19 |
| Sharpe Ratio | NA | 1.33 | 0.86 | 0.42 | 0.24 | NA | NA | … | … | 2.60 | 0.18 | 0.38 | 0.41 | 1.11 | -0.12 | -0.67 | 0.52 | -0.55 | 1.30 | 0.95 | 0.51 | -1.41 | 0.28 | 2.05 |
| Standard Deviation(%) | NA | 31.53 | 30.27 | 32.72 | 32.32 | NA | NA | … | … | 30.17 | 32.92 | 30.97 | 28.14 | 40.70 | 30.84 | 50.45 | 22.17 | 24.94 | 19.88 | 35.68 | 40.33 | 26.12 | 22.97 | 22.41 |
| Draw Down(%) | NA | 23.36 | 36.83 | 36.83 | 57.67 | NA | NA | … | … | 15.26 | 23.36 | 25.42 | 27.53 | 32.75 | 25.28 | 53.17 | 16.43 | 26.37 | 8.45 | 17.37 | 29.15 | 45.60 | 10.81 | 11.72 |
| Yield(%) | 1.79 | 4.51 | 6.01 | 5.24 | 4.61 | 3.85 | 2.89 | … | … | 2.23 | 4.57 | 4.04 | 4.27 | 5.30 | 6.90 | 2.53 | 4.61 | 3.54 | 3.92 | 4.59 | 4.33 | 2.58 | 2.30 | 1.18 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLPEY (Galp Energa) |
-20.94%
Oct 2017 – Oct 2020 |
-7.32%
Sep 2017 – Sep 2022 |
-0.86%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLPEY (Galp Energa) |
35.54%
Jul 2021 – Jul 2024 |
25.74%
Oct 2020 – Oct 2025 |
11.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart