Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEP (Icahn Enterprises L.P.) | 12.90% | 11.03% | -14.35% | -18.54% | -4.41% | 0.79% | 1.02% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEP (Icahn Enterprises L.P.) | 07/23/1987 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 11.03 | -14.35 | -18.54 | -4.41 | 0.79 | 1.02 | … | … | 12.90 | 8.23 | -37.79 | -58.78 | 18.76 | 12.87 | -3.55 | 20.44 | 18.98 | -1.17 | 8.79 | -28.77 | -10.60 | 157.71 | 27.40 | 4.00 | -9.39 | 55.89 | -79.22 | 52.06 | 124.20 | 35.59 | 68.24 | 84.98 | 1.77 | 1.03 | 17.21 | -24.22 | 3.21 | 6.85 | 7.35 | 13.33 | -1.64 | -3.17 | -19.23 | 21.88 | -23.81 | -30.58 | 3.42 | -10.69 |
| Sharpe Ratio | NA | 0.40 | -0.35 | -0.52 | -0.15 | NA | NA | … | … | 1.39 | 0.17 | -0.93 | -0.89 | 1.01 | 0.61 | -0.09 | 0.87 | 0.55 | -0.09 | 0.20 | -1.16 | -0.39 | 2.79 | 1.21 | 0.11 | -0.28 | 0.78 | -0.89 | 1.01 | 3.49 | 0.93 | 2.29 | 3.59 | 0.03 | -0.06 | 0.51 | -1.34 | -0.01 | 0.10 | 0.27 | 0.39 | -0.21 | -0.16 | -0.56 | 0.61 | -0.81 | -1.29 | -0.07 | -0.83 |
| Standard Deviation(%) | NA | 25.67 | 42.86 | 41.54 | 36.67 | NA | NA | … | … | 20.83 | 31.94 | 44.70 | 70.49 | 17.19 | 21.15 | 42.98 | 21.79 | 32.28 | 21.23 | 41.94 | 24.80 | 26.89 | 56.58 | 22.85 | 35.01 | 33.37 | 71.12 | 90.21 | 48.56 | 34.77 | 35.69 | 29.41 | 23.46 | 18.80 | 23.01 | 25.26 | 20.55 | 36.56 | 30.52 | 13.70 | 23.96 | 22.15 | 33.95 | 38.49 | 29.24 | 36.03 | 28.32 | 19.92 | 32.13 |
| Draw Down(%) | NA | 16.10 | 67.80 | 77.55 | 77.55 | NA | NA | … | … | 6.08 | 21.18 | 50.35 | 65.90 | 10.42 | 19.80 | 45.26 | 19.61 | 34.74 | 22.31 | 30.33 | 34.67 | 21.94 | 36.67 | 22.14 | 22.97 | 37.90 | 48.28 | 84.16 | 34.09 | 23.47 | 26.80 | 15.14 | 11.76 | 17.48 | 17.29 | 10.90 | 25.47 | 36.61 | 32.14 | 8.00 | 19.40 | 15.94 | 24.32 | 41.86 | 15.38 | 38.61 | 33.86 | 10.37 | 25.90 |
| Yield(%) | 0.00 | 23.26 | 12.37 | 8.87 | 10.58 | 13.23 | 10.26 | … | … | 13.37 | 22.27 | 19.83 | 11.62 | 15.34 | 15.37 | 12.77 | 13.28 | 12.88 | 9.73 | 9.41 | 6.45 | 5.30 | 9.41 | 1.10 | 2.66 | 2.58 | 3.13 | 0.77 | 0.63 | 1.05 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/23/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEP (Icahn Enterprises L.P.) |
-35.41%
Oct 2022 – Oct 2025 |
-20.63%
Feb 2021 – Feb 2026 |
-9.62%
Dec 2014 – Dec 2024 |
-3.96%
Aug 1987 – Aug 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEP (Icahn Enterprises L.P.) |
98.62%
Mar 2004 – Mar 2007 |
72.73%
Oct 2002 – Oct 2007 |
29.79%
Dec 1997 – Dec 2007 |
22.60%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart