Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDRY (Iberdrola SA) | 6.50% | 30.02% | 28.87% | 17.51% | 18.21% | 12.04% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDRY (Iberdrola SA) | 01/31/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 30.02 | 28.87 | 17.51 | 18.21 | 12.04 | NA | … | … | 6.50 | 63.62 | 12.75 | 17.69 | 3.04 | -14.06 | 44.40 | 34.55 | 8.89 | 23.59 | -3.02 | 7.79 | 13.43 | 24.58 | -7.75 | -13.86 | -10.99 | 10.66 | -38.17 |
| Sharpe Ratio | NA | 1.53 | 1.33 | 0.63 | 0.73 | NA | NA | … | … | 0.69 | 3.00 | 0.51 | 0.80 | 0.06 | -0.63 | 1.32 | 2.21 | 0.36 | 1.32 | -0.13 | 0.38 | 0.86 | 0.97 | -0.18 | -0.33 | -0.30 | 0.29 | -0.69 |
| Standard Deviation(%) | NA | 17.69 | 19.44 | 21.39 | 22.38 | NA | NA | … | … | 20.61 | 20.34 | 17.98 | 17.71 | 27.33 | 22.42 | 33.30 | 14.95 | 21.22 | 17.44 | 24.73 | 20.29 | 15.68 | 25.34 | 42.97 | 41.64 | 37.47 | 35.83 | 60.32 |
| Draw Down(%) | NA | 9.17 | 19.11 | 30.47 | 36.66 | NA | NA | … | … | 9.17 | 9.56 | 13.32 | 19.11 | 24.63 | 31.91 | 27.60 | 9.28 | 16.06 | 11.59 | 18.03 | 11.14 | 12.54 | 16.26 | 48.50 | 33.61 | 39.99 | 40.14 | 61.49 |
| Yield(%) | 0.00 | 4.29 | 6.18 | 5.09 | 7.73 | 5.27 | 2.71 | … | … | 1.36 | 5.18 | 7.11 | 4.73 | 4.10 | 3.52 | 4.37 | 4.99 | 4.98 | 5.15 | 4.44 | 2.38 | 8.28 | 3.74 | 3.47 | 5.82 | 4.38 | 4.78 | 2.93 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDRY (Iberdrola SA) |
-19.54%
Jul 2009 – Jul 2012 |
-16.11%
Mar 2008 – Mar 2013 |
-1.74%
Mar 2008 – Mar 2018 |
3.75%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDRY (Iberdrola SA) |
34.06%
Feb 2023 – Feb 2026 |
23.39%
Jul 2012 – Jul 2017 |
19.32%
Feb 2016 – Feb 2026 |
14.27%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart