Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHX (ChampionX Corporation) | NA | -22.90% | 12.73% | 23.25% | NA | NA | NA | … | … |
Data as of 07/15/2025, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHX (ChampionX Corporation) | 04/30/2018 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.87 | -22.90 | 12.73 | 23.25 | NA | NA | NA | … | … | -4.07 | -5.87 | 1.90 | 44.84 | 32.09 | -54.71 | 24.74 | -28.74 |
| Sharpe Ratio | NA | -0.70 | 0.25 | 0.45 | NA | NA | NA | … | … | -0.25 | -0.31 | -0.05 | 0.84 | 0.61 | -0.43 | 0.56 | -0.92 |
| Standard Deviation(%) | NA | 37.13 | 38.01 | 46.95 | NA | NA | NA | … | … | 42.51 | 30.65 | 36.68 | 51.92 | 52.58 | 126.23 | 41.69 | 44.60 |
| Draw Down(%) | NA | 35.18 | 42.02 | 42.02 | NA | NA | NA | … | … | 27.73 | 34.06 | 25.53 | 31.66 | 33.22 | 91.06 | 44.12 | 41.56 |
| Yield(%) | 0.00 | 1.12 | 1.89 | 2.56 | 0.32 | 0.21 | 0.16 | … | … | 1.04 | 1.28 | 1.18 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/15/2025, Common starting date is 04/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHX (ChampionX Corporation) |
-20.10%
Feb 2019 – Feb 2022 |
-9.90%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHX (ChampionX Corporation) |
68.40%
Mar 2020 – Mar 2023 |
39.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart