Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIWEX (WORLD ENERGY FUND INSTITUTIONAL) | 26.96% | 41.08% | 24.52% | 19.49% | 11.61% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIWEX (WORLD ENERGY FUND INSTITUTIONAL) | 02/06/2014 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.91 | 41.08 | 24.52 | 19.49 | 11.61 | NA | NA | … | … | 26.96 | 21.73 | 13.42 | 4.94 | 32.76 | 36.91 | 0.25 | 8.00 | -24.31 | -1.59 | 23.91 | -16.59 | -4.26 |
| Sharpe Ratio | NA | 2.31 | 1.07 | 0.65 | 0.40 | NA | NA | … | … | 3.83 | 0.76 | 0.54 | 0.06 | 0.88 | 1.31 | 0.00 | 0.42 | -1.18 | -0.14 | 1.09 | -0.86 | -0.35 |
| Standard Deviation(%) | NA | 18.18 | 20.89 | 25.93 | 26.02 | NA | NA | … | … | 19.54 | 24.87 | 18.04 | 22.23 | 35.85 | 28.24 | 42.93 | 15.72 | 21.90 | 16.00 | 21.78 | 19.31 | 13.72 |
| Draw Down(%) | NA | 6.41 | 23.00 | 25.68 | 57.43 | NA | NA | … | … | 6.27 | 23.00 | 13.19 | 15.56 | 25.68 | 17.55 | 43.89 | 20.75 | 33.96 | 20.00 | 13.23 | 24.19 | 21.67 |
| Yield(%) | 0.00 | 1.23 | 1.82 | 2.29 | 1.99 | 1.32 | 0.99 | … | … | 0.42 | 0.96 | 2.20 | 1.92 | 2.74 | 2.19 | 1.76 | 2.36 | 1.22 | 0.65 | 1.50 | 0.83 | 1.38 |
Data as of 06/09/2026, Common starting date is 02/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIWEX (WORLD ENERGY FUND INSTITUTIONAL) |
-18.62%
Mar 2017 – Mar 2020 |
-11.85%
Mar 2015 – Mar 2020 |
3.52%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIWEX (WORLD ENERGY FUND INSTITUTIONAL) |
39.81%
Mar 2020 – Mar 2023 |
29.19%
Oct 2020 – Oct 2025 |
13.13%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart