Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GNE (Genie Energy Ltd.) | 1.35% | -35.40% | 2.70% | 19.86% | 9.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNE (Genie Energy Ltd.) | 10/27/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | -35.40 | 2.70 | 19.86 | 9.69 | NA | NA | … | … | 1.35 | -9.91 | -43.56 | 177.26 | 92.73 | -22.75 | -2.68 | 32.91 | 46.21 | -20.40 | -46.67 | 82.83 | -38.93 | 43.80 | -8.91 | -7.21 |
| Sharpe Ratio | NA | -0.89 | -0.14 | 0.41 | 0.18 | NA | NA | … | … | 0.06 | -0.32 | -1.30 | 3.33 | 1.90 | -0.55 | -0.06 | 0.60 | 0.95 | -0.48 | -0.79 | 1.29 | -0.97 | 0.68 | -0.23 | -0.51 |
| Standard Deviation(%) | NA | 38.73 | 38.41 | 43.62 | 45.44 | NA | NA | … | … | 29.87 | 39.71 | 36.33 | 52.80 | 48.30 | 41.18 | 45.64 | 52.17 | 47.44 | 44.11 | 59.71 | 64.33 | 40.33 | 64.26 | 38.85 | 68.05 |
| Draw Down(%) | NA | 52.48 | 55.52 | 55.52 | 57.62 | NA | NA | … | … | 11.53 | 50.29 | 50.89 | 30.24 | 22.18 | 43.77 | 34.17 | 43.19 | 23.39 | 45.79 | 52.71 | 42.75 | 46.38 | 42.97 | 46.87 | 25.49 |
| Yield(%) | 0.00 | 1.37 | 2.22 | 4.35 | 3.63 | 2.47 | 1.85 | … | … | 1.10 | 1.94 | 1.06 | 3.02 | 5.33 | 0.00 | 4.35 | 4.68 | 6.48 | 5.11 | 2.33 | 1.94 | 0.59 | 0.00 | 1.65 | 0.58 |
Data as of 06/04/2026, Common starting date is 10/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNE (Genie Energy Ltd.) |
-31.34%
Apr 2015 – Apr 2018 |
-15.34%
Apr 2013 – Apr 2018 |
-4.65%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNE (Genie Energy Ltd.) |
60.42%
Dec 2020 – Dec 2023 |
39.80%
Dec 2018 – Dec 2023 |
13.98%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart