Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMNEY (Siemens Energy AG) | 24.54% | 229.45% | 97.00% | 37.13% | NA | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMNEY (Siemens Energy AG) | 01/06/2021 | 04/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 229.45 | 97.00 | 37.13 | NA | NA | NA | … | … | 24.54 | 167.97 | 298.32 | -29.79 | -27.31 | -31.99 |
| Sharpe Ratio | NA | 4.82 | 1.65 | 0.66 | NA | NA | NA | … | … | 2.34 | 3.18 | 6.99 | -0.47 | -0.57 | -0.88 |
| Standard Deviation(%) | NA | 47.01 | 57.00 | 52.83 | NA | NA | NA | … | … | 53.82 | 52.18 | 42.18 | 71.36 | 50.82 | 36.94 |
| Draw Down(%) | NA | 19.04 | 71.84 | 79.52 | NA | NA | NA | … | … | 19.04 | 23.39 | 14.96 | 71.84 | 61.95 | 41.54 |
| Yield(%) | 0.00 | 1.53 | 1.18 | 0.57 | 0.27 | 0.18 | 0.14 | … | … | 0.56 | 0.00 | 0.00 | 0.00 | 0.85 | 0.00 |
Data as of 04/08/2026, Common starting date is 01/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNEY (Siemens Energy AG) |
-26.06%
Feb 2021 – Feb 2024 |
35.84%
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 |
|---|---|---|---|---|
| SMNEY (Siemens Energy AG) |
120.66%
Oct 2022 – Oct 2025 |
38.79%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart