Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GNE (Genie Energy Ltd.) | 40.83% | 38.16% | 37.38% | 25.64% | 11.96% | NA | NA | 10.30% |
Data as of 07/11/2025, AR inception is 10/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNE (Genie Energy Ltd.) | 10/27/2011 | 07/11/2025 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.97 | 38.16 | 37.38 | 25.64 | 11.96 | NA | NA | 10.30 | 40.83 | -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 | 2.00 | 0.92 | 0.65 | 0.22 | NA | NA | 0.20 | 4.65 | -1.38 | 3.32 | 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 | 32.38 | 44.78 | 43.32 | 48.82 | NA | NA | 49.51 | 34.40 | 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 | 20.39 | 53.68 | 53.68 | 68.37 | NA | NA | 75.11 | 11.55 | 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 | 1.87 | 3.36 | 3.16 | 2.66 | 2.23 | 1.68 | 2.58 | 0.97 | 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 07/11/2025, AR inception 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