Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TERRF (Terna - Rete Elettrica Nazionale Società per Azioni) | 24.77% | 35.05% | 20.31% | 14.54% | 13.75% | NA | NA | 14.14% |
Data as of 07/28/2025, AR inception is 03/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TERRF (Terna - Rete Elettrica Nazionale Società per Azioni) | 03/13/2013 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.05 | 20.31 | 14.54 | 13.75 | NA | NA | 14.14 | 24.77 | 16.29 | 17.00 | 5.03 | 5.25 | 17.67 | 29.15 | -5.36 | 14.83 | 11.37 | 6.67 | 21.63 | 9.22 |
| Sharpe Ratio | NA | 1.83 | 0.51 | 0.39 | 0.47 | NA | NA | 0.28 | 2.69 | 0.44 | 0.39 | 0.07 | 0.34 | 0.71 | 1.51 | -0.75 | 0.56 | 0.63 | 0.45 | 0.16 | 1.41 |
| Standard Deviation(%) | NA | 17.42 | 34.14 | 31.87 | 26.42 | NA | NA | 45.31 | 16.90 | 28.84 | 34.24 | 50.22 | 15.24 | 24.42 | 18.34 | 9.08 | 25.52 | 17.68 | 14.92 | 135.17 | 8.20 |
| Draw Down(%) | NA | 5.56 | 29.29 | 36.32 | 36.32 | NA | NA | 61.28 | 2.63 | 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 | 10.34 | 9.71 | 7.85 | 8.32 | 7.26 | 5.45 | 9.08 | 6.78 | 9.44 | 9.45 | 4.56 | 4.25 | 4.44 | 4.56 | 3.97 | 3.81 | 4.29 | 4.17 | 4.68 | 4.88 |
Data as of 07/28/2025, AR inception 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 |
8.94%
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 |
21.12%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart