Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THNPY (Technip Energies NV ADR) | 8.22% | 6.61% | 29.03% | 23.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THNPY (Technip Energies NV ADR) | 02/24/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 6.61 | 29.03 | 23.63 | NA | NA | NA | … | … | 8.22 | 48.69 | 16.72 | 53.14 | 12.12 | 20.73 |
| Sharpe Ratio | NA | 0.29 | 0.77 | 0.63 | NA | NA | NA | … | … | 0.71 | 1.35 | 0.40 | 1.36 | 0.23 | 0.62 |
| Standard Deviation(%) | NA | 32.72 | 34.50 | 37.05 | NA | NA | NA | … | … | 36.56 | 34.09 | 32.46 | 36.84 | 46.87 | 39.41 |
| Draw Down(%) | NA | 25.32 | 25.32 | 41.82 | NA | NA | NA | … | … | 17.42 | 24.46 | 17.92 | 18.58 | 41.05 | 29.93 |
| Yield(%) | 0.00 | 2.97 | 4.48 | 4.68 | 3.15 | 2.10 | 1.58 | … | … | 3.02 | 3.64 | 2.63 | 3.60 | 3.18 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNPY (Technip Energies NV ADR) |
18.74%
Sep 2021 – Sep 2024 |
26.03%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THNPY (Technip Energies NV ADR) |
65.49%
Sep 2022 – Sep 2025 |
30.21%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart