Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RWNFF (RWE Aktiengesellschaft) 23.74% 69.83% 18.44% 14.22% 20.35% 3.88% NA
Data as of 06/04/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
Name Start Date End Date
RWNFF (RWE Aktiengesellschaft) 04/25/2011 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
Annualized Return (%) 2.60 69.83 18.44 14.22 20.35 3.88 NA 23.74 85.46 -32.20 2.30 15.41 -4.07 46.42 40.40 15.56 66.26 -1.90 -57.93 -10.91 -5.45 22.10 -44.23
Sharpe Ratio NA 2.13 0.52 0.32 0.54 NA NA 1.61 2.77 -1.29 -0.05 0.40 -0.14 0.93 1.70 0.40 1.92 -0.06 -1.00 -0.36 -0.20 0.77 -0.96
Standard Deviation(%) NA 32.44 29.80 30.17 34.24 NA NA 40.06 30.01 27.81 25.65 34.84 28.69 49.67 22.87 36.02 34.32 37.25 57.88 30.42 27.30 29.01 59.20
Draw Down(%) NA 13.52 34.85 35.85 39.57 NA NA 13.52 9.29 33.74 25.67 20.55 23.45 39.57 10.17 24.81 26.28 32.37 63.11 27.74 26.98 21.93 49.13
Yield(%) 0.00 3.63 2.96 3.01 7.66 1.98 1.38 2.58 4.23 2.41 2.17 2.39 2.34 3.03 3.61 8.99 0.00 1.04 3.49 3.83 4.98 7.25 0.00
Data as of 06/04/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWNFF (RWE Aktiengesellschaft) -35.20%
Sep 2012 – Sep 2015
-22.61%
May 2011 – May 2016
-0.80%
Jul 2011 – Jul 2021
3.85%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RWNFF (RWE Aktiengesellschaft) 43.24%
Jan 2017 – Jan 2020
31.21%
Nov 2015 – Nov 2020
20.80%
Apr 2016 – Apr 2026
3.85%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return