Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFE (New Fortress Energy Inc.) | -52.63% | -82.58% | -73.35% | -56.50% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFE (New Fortress Energy Inc.) | 01/31/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.00 | -82.58 | -73.35 | -56.50 | NA | NA | NA | … | … | -52.63 | -92.26 | -61.05 | -1.71 | 77.41 | -54.42 | 244.01 | 19.89 |
| Sharpe Ratio | NA | -0.61 | -0.66 | -0.61 | NA | NA | NA | … | … | -0.86 | -0.56 | -0.99 | -0.12 | 1.17 | -0.80 | 3.28 | 0.37 |
| Standard Deviation(%) | NA | 132.67 | 113.89 | 96.46 | NA | NA | NA | … | … | 98.98 | 171.44 | 68.52 | 49.11 | 65.13 | 68.14 | 73.71 | 54.87 |
| Draw Down(%) | NA | 87.75 | 98.56 | 98.98 | NA | NA | NA | … | … | 67.82 | 93.56 | 78.44 | 35.83 | 34.33 | 61.87 | 51.72 | 40.23 |
| Yield(%) | 0.00 | 0.00 | 0.68 | 2.45 | 4.01 | 2.68 | 2.01 | … | … | 0.00 | 0.00 | 0.81 | 10.91 | 1.60 | 0.76 | 1.35 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFE (New Fortress Energy Inc.) |
-72.60%
Mar 2023 – Mar 2026 |
-56.99%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFE (New Fortress Energy Inc.) |
63.53%
May 2019 – May 2022 |
24.44%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart