Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLTAF (Voltalia SA) | -35.84% | -13.78% | -31.50% | NA | NA | NA | NA | -27.89% |
Data as of 07/11/2025, AR inception is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLTAF (Voltalia SA) | 09/16/2020 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.78 | -31.50 | NA | NA | NA | NA | -27.89 | -35.84 | 37.75 | -63.64 | -1.94 | -28.77 | 20.46 |
| Sharpe Ratio | NA | -0.32 | -0.64 | NA | NA | NA | NA | -0.50 | -0.98 | 0.87 | -0.91 | -0.09 | -0.83 | 1.14 |
| Standard Deviation(%) | NA | 53.53 | 54.52 | NA | NA | NA | NA | 52.41 | 61.80 | 36.17 | 75.19 | 36.89 | 34.59 | 77.55 |
| Draw Down(%) | NA | 35.84 | 68.18 | NA | NA | NA | NA | 77.78 | 35.84 | 12.50 | 63.64 | 24.23 | 32.10 | 21.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLTAF (Voltalia SA) |
-36.67%
Dec 2020 - Dec 2023 |
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 |
|---|---|---|---|---|
| VLTAF (Voltalia SA) |
-21.10%
Dec 2021 - Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart