Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKR (Baker Hughes Company) | 21.65% | 28.32% | 29.37% | 22.09% | 8.34% | 3.22% | 2.62% | … | … |
Data as of 03/16/2026, Common starting date is 04/03/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKR (Baker Hughes Company) | 04/03/1987 | 03/16/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.17 | 28.32 | 29.37 | 22.09 | 8.34 | 3.22 | 2.62 | … | … | 21.65 | 13.39 | 23.11 | 18.58 | 25.96 | 19.03 | -15.15 | 23.01 | -30.43 | -28.94 | 42.81 | -16.73 | 2.53 | 36.97 | -14.90 | -14.14 | 43.03 | 28.22 | -60.06 | 9.35 | 23.68 | 43.79 | 34.27 | 1.49 | -10.44 | -11.14 | 100.24 | 21.68 | -58.98 | 27.91 | 43.74 | 36.61 | -6.63 | 3.88 | 4.16 | -23.53 | 2.25 | 86.87 | 10.74 | -26.00 |
| Sharpe Ratio | NA | 0.78 | 0.85 | 0.56 | 0.17 | NA | NA | … | … | 4.52 | 0.29 | 0.72 | 0.55 | 0.54 | 0.51 | -0.22 | 0.66 | -0.94 | -1.11 | 1.09 | -0.48 | 0.08 | 1.65 | -0.49 | -0.31 | 1.07 | 0.53 | -0.84 | 0.21 | 0.57 | 1.55 | 1.29 | 0.03 | -0.27 | -0.30 | 1.67 | 0.31 | -1.10 | 0.65 | 1.33 | 1.23 | -0.32 | 0.05 | 0.05 | -0.73 | -0.09 | 2.56 | 0.16 | -0.45 |
| Standard Deviation(%) | NA | 36.84 | 30.48 | 35.24 | 39.28 | NA | NA | … | … | 35.55 | 36.08 | 27.13 | 27.28 | 45.28 | 37.58 | 70.57 | 32.48 | 34.11 | 26.68 | 39.05 | 34.97 | 30.62 | 22.39 | 30.48 | 45.95 | 40.24 | 53.36 | 72.07 | 29.68 | 35.73 | 26.80 | 25.80 | 27.98 | 43.24 | 45.48 | 57.37 | 59.18 | 56.74 | 37.39 | 29.83 | 26.53 | 30.51 | 33.28 | 36.16 | 37.28 | 35.71 | 31.65 | 35.83 | 83.63 |
| Draw Down(%) | NA | 22.53 | 28.00 | 46.53 | 78.32 | NA | NA | … | … | 16.86 | 28.00 | 16.62 | 18.80 | 46.53 | 25.20 | 63.32 | 26.09 | 43.63 | 33.30 | 17.71 | 36.72 | 33.24 | 10.37 | 26.99 | 44.25 | 33.58 | 29.90 | 70.76 | 20.60 | 29.72 | 15.78 | 11.99 | 24.32 | 41.74 | 41.18 | 19.88 | 49.43 | 64.62 | 18.24 | 16.40 | 20.44 | 20.69 | 34.84 | 28.00 | 38.19 | 26.30 | 9.83 | 34.32 | 57.15 |
| Yield(%) | 0.00 | 2.10 | 3.15 | 3.51 | 5.46 | 2.79 | 2.28 | … | … | 0.49 | 2.21 | 2.48 | 2.71 | 2.92 | 3.43 | 2.81 | 3.42 | 2.23 | 27.97 | 1.44 | 1.21 | 1.18 | 1.42 | 1.18 | 1.05 | 1.45 | 1.75 | 0.69 | 0.73 | 0.81 | 1.15 | 1.45 | 1.38 | 1.29 | 1.09 | 2.27 | 2.51 | 1.08 | 1.33 | 1.88 | 2.56 | 2.30 | 2.36 | 2.26 | 1.82 | 1.78 | 3.32 | 8.56 | 1.23 |
Data as of 03/16/2026, Common starting date is 04/03/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKR (Baker Hughes Company) |
-35.20%
Mar 2017 – Mar 2020 |
-23.46%
Mar 2015 – Mar 2020 |
-9.28%
Mar 2010 – Mar 2020 |
-5.91%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKR (Baker Hughes Company) |
44.68%
Mar 2020 – Mar 2023 |
37.09%
Mar 2020 – Mar 2025 |
17.34%
Aug 1998 – Aug 2008 |
11.62%
Jun 1992 – Jun 2007 |
Annualized Rolling Returns Comparison Chart