Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TTE (TotalEnergies SE) | 38.92% | 58.48% | 22.40% | 20.15% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTE (TotalEnergies SE) | 12/11/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | 58.48 | 22.40 | 20.15 | NA | NA | NA | … | … | 38.92 | 27.58 | -12.75 | 12.86 | 34.47 | 25.72 | -99.66 | 26.07 | -37.86 |
| Sharpe Ratio | NA | 2.32 | 0.78 | 0.71 | NA | NA | NA | … | … | 4.01 | 1.08 | -0.82 | 0.40 | 0.96 | 1.03 | -0.19 | 0.47 | -0.97 |
| Standard Deviation(%) | NA | 23.78 | 22.64 | 25.72 | NA | NA | NA | … | … | 28.09 | 23.02 | 20.02 | 23.09 | 34.61 | 24.95 | 535.33 | 52.00 | 104.99 |
| Draw Down(%) | NA | 8.87 | 24.20 | 24.75 | NA | NA | NA | … | … | 7.41 | 18.12 | 24.20 | 13.50 | 24.75 | 16.04 | 99.82 | 38.92 | 47.30 |
| Yield(%) | 0.00 | 6.42 | 6.95 | 7.83 | 0.02 | 0.01 | 0.01 | … | … | 2.75 | 6.64 | 7.51 | 3.82 | 7.56 | 7.12 | 0.03 | 0.02 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTE (TotalEnergies SE) |
-84.83%
Sep 2019 – Sep 2022 |
-65.20%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTE (TotalEnergies SE) |
38.45%
Oct 2020 – Oct 2023 |
23.49%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart