Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AEUSF (Active Energy Group Plc) NA -96.20% -65.26% -76.76% NA NA NA
Data as of 06/12/2026, Common starting date is 11/16/2016
More Performance Analytics Comparison
Name Start Date End Date
AEUSF (Active Energy Group Plc) 11/16/2016 06/12/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -96.20 -65.26 -76.76 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/12/2026, Common starting date is 11/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEUSF (Active Energy Group Plc) -85.26%
Nov 2022 – Nov 2025
-73.24%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AEUSF (Active Energy Group Plc) 92.56%
Nov 2019 – Nov 2022
7.39%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return