Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THNPY (Technip Energies NV ADR) | 71.03% | 75.26% | 66.23% | NA | NA | NA | NA | 42.63% |
Data as of 07/23/2025, AR inception is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THNPY (Technip Energies NV ADR) | 02/24/2021 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.54 | 75.26 | 66.23 | NA | NA | NA | NA | 42.63 | 71.03 | 16.72 | 53.14 | 12.12 | 20.73 |
| Sharpe Ratio | NA | 1.81 | 1.74 | NA | NA | NA | NA | 0.89 | 4.12 | 0.40 | 1.36 | 0.23 | 0.62 |
| Standard Deviation(%) | NA | 35.16 | 35.82 | NA | NA | NA | NA | 38.82 | 35.99 | 32.46 | 36.84 | 46.87 | 39.41 |
| Draw Down(%) | NA | 17.92 | 21.81 | NA | NA | NA | NA | 44.46 | 15.94 | 17.92 | 18.58 | 41.05 | 29.93 |
| Yield(%) | 0.00 | 3.62 | 6.81 | 4.34 | 2.17 | 1.45 | 1.08 | 5.42 | 3.55 | 2.63 | 3.60 | 3.18 | 0.00 |
Data as of 07/23/2025, AR inception 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 |
0.00%
NA |
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) |
54.17%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart