Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIG-C (Energy of Minas Gerais Co DRC) | 16.19% | 17.44% | 10.58% | 18.48% | 16.81% | 0.19% | NA | … | … |
Data as of 06/18/2026, Common starting date is 06/12/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIG-C (Energy of Minas Gerais Co DRC) | 06/12/2007 | 06/18/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.16 | 17.44 | 10.58 | 18.48 | 16.81 | 0.19 | NA | … | … | 16.19 | 25.64 | 5.75 | 11.41 | 23.78 | 46.32 | -36.16 | -0.39 | 122.74 | -25.83 | 53.64 | -66.60 | -16.20 | -17.24 | -0.95 | 13.54 | -1.66 | 69.49 | -43.40 | -4.17 |
| Sharpe Ratio | NA | 0.72 | 0.15 | 0.36 | 0.21 | NA | NA | … | … | 1.18 | 0.57 | 0.06 | 0.16 | 0.39 | 0.86 | -0.31 | -0.03 | 1.50 | -0.29 | 0.52 | -0.76 | -0.32 | -0.37 | -0.02 | 0.27 | -0.04 | 1.64 | -0.56 | -0.19 |
| Standard Deviation(%) | NA | 40.64 | 41.32 | 48.21 | 70.20 | NA | NA | … | … | 46.39 | 40.34 | 36.97 | 49.53 | 57.21 | 53.74 | 115.54 | 56.40 | 81.22 | 90.21 | 102.03 | 87.32 | 50.30 | 46.63 | 51.26 | 50.65 | 40.47 | 42.21 | 79.43 | 54.78 |
| Draw Down(%) | NA | 25.00 | 35.66 | 35.66 | 79.45 | NA | NA | … | … | 25.00 | 25.09 | 17.67 | 28.99 | 26.44 | 26.91 | 76.67 | 33.62 | 33.52 | 59.59 | 39.38 | 77.14 | 46.05 | 32.82 | 44.85 | 32.80 | 24.68 | 16.02 | 53.10 | 28.36 |
| Yield(%) | 0.00 | 8.58 | 8.78 | 9.10 | 9.04 | 1.39 | 1.20 | … | … | 3.27 | 12.97 | 10.00 | 8.10 | 10.38 | 8.29 | 2.77 | 2.90 | 1.51 | 0.00 | 6.92 | 2.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/18/2026, Common starting date is 06/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIG-C (Energy of Minas Gerais Co DRC) |
-41.26%
Jan 2013 – Jan 2016 |
-26.47%
Jan 2011 – Jan 2016 |
-14.19%
Apr 2010 – Apr 2020 |
-2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIG-C (Energy of Minas Gerais Co DRC) |
71.12%
Apr 2020 – Apr 2023 |
39.03%
May 2020 – May 2025 |
18.91%
Jan 2016 – Jan 2026 |
2.56%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart