Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTI (Drilling Tools International Corporation) | 11.02% | -2.51% | -24.89% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTI (Drilling Tools International Corporation) | 12/29/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.16 | -2.51 | -24.89 | NA | NA | NA | NA | … | … | 11.02 | -15.60 | -3.12 | -68.75 | 4.28 | -0.30 |
| Sharpe Ratio | NA | -0.06 | -0.39 | NA | NA | NA | NA | … | … | 0.30 | -0.23 | -0.16 | -1.22 | 0.88 | NA |
| Standard Deviation(%) | NA | 81.93 | 72.10 | NA | NA | NA | NA | … | … | 82.78 | 80.54 | 61.18 | 59.96 | 3.28 | 0.00 |
| Draw Down(%) | NA | 47.38 | 78.55 | NA | NA | NA | NA | … | … | 39.42 | 56.35 | 51.03 | 71.21 | 0.70 | 0.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTI (Drilling Tools International Corporation) |
-41.57%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTI (Drilling Tools International Corporation) |
-25.45%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart