Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TTFNF (TotalEnergies SE) | 12.03% | -7.19% | 11.02% | 16.13% | 7.76% | 6.35% | NA | 7.45% |
Data as of 08/01/2025, AR inception is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTFNF (TotalEnergies SE) | 06/10/2010 | 08/01/2025 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | -7.19 | 11.02 | 16.13 | 7.76 | 6.35 | NA | 7.45 | 12.03 | -13.76 | 9.07 | 35.25 | 23.19 | -13.02 | 12.04 | -1.82 | 12.42 | 20.40 | -8.24 | -11.84 | 25.35 | 5.45 | 1.10 | 19.57 |
| Sharpe Ratio | NA | -0.34 | 0.24 | 0.36 | 0.17 | NA | NA | 0.19 | 0.61 | -0.63 | 0.18 | 0.66 | 0.55 | -0.19 | 0.50 | -0.13 | 0.78 | 0.68 | -0.31 | -0.53 | 1.24 | 0.21 | 0.03 | 1.42 |
| Standard Deviation(%) | NA | 30.57 | 31.69 | 39.32 | 37.61 | NA | NA | 33.98 | 30.44 | 27.66 | 30.11 | 51.63 | 41.95 | 70.52 | 21.35 | 25.47 | 15.17 | 29.58 | 26.92 | 22.32 | 20.37 | 25.74 | 31.83 | 26.13 |
| Draw Down(%) | NA | 23.70 | 26.43 | 26.81 | 64.42 | NA | NA | 64.42 | 17.77 | 26.43 | 15.22 | 25.07 | 18.55 | 60.87 | 16.64 | 19.87 | 10.80 | 12.17 | 21.28 | 30.28 | 14.84 | 24.57 | 34.28 | 11.70 |
| Yield(%) | 0.00 | 5.14 | 6.94 | 8.83 | 6.03 | 5.40 | 4.73 | 6.31 | 4.67 | 4.95 | 3.82 | 8.95 | 7.38 | 5.49 | 4.04 | 4.60 | 4.83 | 5.52 | 4.85 | 5.26 | 5.03 | 4.52 | 4.33 | 2.54 |
Data as of 08/01/2025, AR inception is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTFNF (TotalEnergies SE) |
-14.02%
Oct 2017 - Oct 2020 |
-5.20%
Oct 2015 - Oct 2020 |
-0.89%
Oct 2010 - Oct 2020 |
6.70%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTFNF (TotalEnergies SE) |
40.16%
Oct 2020 - Oct 2023 |
18.80%
Mar 2020 - Mar 2025 |
8.95%
May 2012 - May 2022 |
6.70%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison Chart