Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IESFY (Interconnection Electric SA ESP) | 44.04% | 92.90% | 37.53% | 4.67% | 17.96% | 6.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IESFY (Interconnection Electric SA ESP) | 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 (%) | 12.14 | 92.90 | 37.53 | 4.67 | 17.96 | 6.02 | NA | … | … | 44.04 | 79.48 | -0.77 | 13.37 | 15.15 | -29.24 | 5.98 | 33.82 | -13.43 | 60.57 | 85.66 | -50.32 | -19.78 | -33.60 | 82.03 | -49.31 | 41.05 | 111.59 | -18.04 |
| Sharpe Ratio | NA | 0.81 | 0.30 | 0.47 | 0.05 | NA | NA | … | … | 0.65 | 0.86 | -0.03 | 0.12 | 0.14 | -0.03 | 0.01 | 0.20 | -0.20 | 2.22 | 2.19 | -0.59 | -0.22 | -0.41 | 0.94 | -0.58 | 1.50 | 3.05 | -0.67 |
| Standard Deviation(%) | NA | 95.85 | 114.94 | 310.92 | 297.48 | NA | NA | … | … | 127.14 | 89.54 | 140.76 | 82.21 | 100.80 | 846.50 | 471.93 | 159.67 | 73.53 | 27.16 | 38.95 | 84.94 | 88.77 | 82.08 | 88.03 | 84.73 | 27.24 | 36.50 | 30.12 |
| Draw Down(%) | NA | 30.18 | 58.91 | 91.95 | 98.56 | NA | NA | … | … | 30.18 | 33.66 | 58.91 | 44.57 | 60.75 | 98.56 | 96.25 | 54.90 | 44.00 | 15.41 | 12.80 | 62.43 | 56.19 | 42.42 | 28.02 | 49.50 | 14.30 | 0.00 | 39.12 |
| Yield(%) | 0.00 | 4.11 | 6.57 | 3.05 | 7.98 | 2.62 | 4.39 | … | … | 0.98 | 7.59 | 6.59 | 11.09 | 4.72 | 6.48 | 3.56 | 4.11 | 3.74 | 4.21 | 5.59 | 2.67 | 2.48 | 1.45 | 3.04 | 1.14 | 1.29 | 2.26 | 1.63 |
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 |
|---|---|---|---|---|
| IESFY (Interconnection Electric SA ESP) |
-70.30%
Apr 2018 – Apr 2021 |
-45.94%
Apr 2016 – Apr 2021 |
-31.41%
Apr 2011 – Apr 2021 |
0.97%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IESFY (Interconnection Electric SA ESP) |
264.87%
May 2021 – May 2024 |
147.56%
May 2021 – May 2026 |
22.46%
Jan 2016 – Jan 2026 |
7.03%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart