Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TERRF (Terna – Rete Elettrica Nazionale Società per Azioni) | NA | 28.91% | 20.20% | 14.81% | 13.84% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TERRF (Terna – Rete Elettrica Nazionale Società per Azioni) | 03/13/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.91 | 20.20 | 14.81 | 13.84 | NA | NA | … | … | 25.69 | 16.37 | 13.71 | 5.03 | 5.25 | 17.67 | 29.15 | -5.36 | 14.83 | 11.37 | 6.67 | 21.63 | 9.22 |
| Sharpe Ratio | NA | 1.96 | 0.50 | 0.40 | 0.47 | NA | NA | … | … | 2.22 | 0.44 | 0.30 | 0.07 | 0.34 | 0.71 | 1.51 | -0.75 | 0.56 | 0.63 | 0.45 | 0.16 | 1.41 |
| Standard Deviation(%) | NA | 13.17 | 33.78 | 31.68 | 26.40 | NA | NA | … | … | 15.11 | 28.84 | 34.12 | 50.22 | 15.24 | 24.42 | 18.34 | 9.08 | 25.52 | 17.68 | 14.92 | 135.17 | 8.20 |
| Draw Down(%) | NA | 3.12 | 22.50 | 36.32 | 36.32 | NA | NA | … | … | 3.12 | 12.62 | 17.85 | 36.32 | 13.59 | 17.22 | 11.10 | 9.15 | 13.90 | 6.79 | 8.33 | 61.28 | 3.63 |
| Yield(%) | 0.00 | 10.31 | 9.03 | 7.56 | 8.15 | 6.96 | 5.22 | … | … | 7.27 | 9.50 | 6.32 | 4.56 | 4.25 | 4.44 | 4.56 | 3.97 | 3.81 | 4.29 | 4.17 | 4.68 | 4.88 |
Data as of 09/26/2025, Common starting date is 03/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERRF (Terna – Rete Elettrica Nazionale Società per Azioni) |
2.15%
Sep 2014 – Sep 2017 |
6.01%
Oct 2017 – Oct 2022 |
8.63%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERRF (Terna – Rete Elettrica Nazionale Società per Azioni) |
39.17%
Jun 2014 – Jun 2017 |
31.96%
Jun 2014 – Jun 2019 |
20.78%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart