Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWEOY (RWE AG PK) | 24.40% | 73.43% | 19.02% | 14.39% | 19.70% | 4.49% | 2.78% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWEOY (RWE AG PK) | 11/18/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.47 | 73.43 | 19.02 | 14.39 | 19.70 | 4.49 | 2.78 | … | … | 24.40 | 86.95 | -33.36 | 4.98 | 11.12 | -1.31 | 42.07 | 44.56 | 16.19 | 64.16 | -2.14 | -57.42 | -12.89 | -5.38 | 26.37 | -43.18 | -27.77 | 15.33 | -32.35 | 33.63 | 51.90 | 38.01 | 43.19 | 61.01 | -29.72 | -13.71 | 13.64 | -29.20 | 3.57 | 24.26 | -5.32 |
| Sharpe Ratio | NA | 2.74 | 0.58 | 0.40 | 0.60 | NA | NA | … | … | 1.91 | 3.43 | -1.48 | 0.06 | 0.26 | -0.05 | 0.94 | 1.88 | 0.50 | 2.18 | -0.05 | -1.23 | -0.48 | -0.19 | 0.87 | -0.89 | -1.13 | 0.47 | -0.66 | 1.19 | 2.04 | 1.73 | 1.66 | 1.72 | -0.93 | -0.43 | 0.25 | -0.75 | 0.00 | 0.66 | -1.75 |
| Standard Deviation(%) | NA | 25.56 | 25.33 | 27.84 | 30.78 | NA | NA | … | … | 30.36 | 24.67 | 24.98 | 23.35 | 37.29 | 25.52 | 44.15 | 22.92 | 29.55 | 29.26 | 47.23 | 46.89 | 26.77 | 28.89 | 30.35 | 48.41 | 24.73 | 32.68 | 50.68 | 25.77 | 23.94 | 20.62 | 25.35 | 35.05 | 33.27 | 37.97 | 37.03 | 43.30 | 37.28 | 31.24 | 23.70 |
| Draw Down(%) | NA | 11.86 | 34.95 | 35.66 | 42.67 | NA | NA | … | … | 11.86 | 11.01 | 34.22 | 25.30 | 23.50 | 26.51 | 42.67 | 10.26 | 26.43 | 26.40 | 34.87 | 64.94 | 30.48 | 29.67 | 24.57 | 57.25 | 34.06 | 37.70 | 53.79 | 11.49 | 15.98 | 13.83 | 13.63 | 32.99 | 37.39 | 30.39 | 24.05 | 39.62 | 24.44 | 17.84 | 10.03 |
| Yield(%) | 0.00 | 3.62 | 2.96 | 2.99 | 7.12 | 2.17 | 2.62 | … | … | 2.52 | 4.12 | 2.40 | 2.25 | 2.41 | 2.30 | 3.00 | 3.59 | 8.86 | 0.00 | 0.00 | 3.58 | 3.94 | 6.21 | 6.91 | 7.33 | 4.70 | 6.39 | 3.54 | 4.20 | 2.82 | 3.50 | 3.87 | 4.36 | 2.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWEOY (RWE AG PK) |
-33.47%
Sep 2012 – Sep 2015 |
-25.91%
Feb 2011 – Feb 2016 |
-15.76%
Nov 2006 – Nov 2016 |
-4.30%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWEOY (RWE AG PK) |
63.67%
Mar 2003 – Mar 2006 |
45.68%
Mar 2003 – Mar 2008 |
22.10%
Feb 2016 – Feb 2026 |
5.06%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart