Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQNR (Equinor ASA) | 58.52% | 56.35% | 18.01% | 18.33% | 14.65% | 8.41% | 6.76% | … | … |
Data as of 06/09/2026, Common starting date is 06/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQNR (Equinor ASA) | 06/18/2001 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.25 | 56.35 | 18.01 | 18.33 | 14.65 | 8.41 | 6.76 | … | … | 58.52 | 7.70 | -15.98 | -2.45 | 42.04 | 64.79 | -13.57 | -0.99 | 2.54 | 23.18 | 38.35 | -16.58 | -22.65 | 1.45 | 2.14 | 12.68 | -0.77 | 54.52 | -44.34 | 18.82 | 16.49 | 48.85 | 44.67 | 44.08 | 31.17 | -12.32 |
| Sharpe Ratio | NA | 1.62 | 0.56 | 0.47 | 0.40 | NA | NA | … | … | 4.40 | 0.16 | -0.72 | -0.20 | 1.04 | 1.96 | -0.23 | -0.10 | 0.04 | 1.16 | 1.08 | -0.45 | -0.81 | 0.08 | 0.09 | 0.33 | -0.03 | 1.15 | -0.66 | 0.46 | 0.38 | 1.61 | 1.63 | 1.86 | 0.97 | -0.75 |
| Standard Deviation(%) | NA | 36.03 | 31.74 | 33.93 | 34.46 | NA | NA | … | … | 44.80 | 31.06 | 27.31 | 31.32 | 39.24 | 33.09 | 59.01 | 23.80 | 26.91 | 19.57 | 35.39 | 37.29 | 27.97 | 18.26 | 22.52 | 37.99 | 30.84 | 47.31 | 68.52 | 34.19 | 34.36 | 28.89 | 26.87 | 23.30 | 30.91 | 32.37 |
| Draw Down(%) | NA | 17.72 | 27.58 | 35.67 | 66.77 | NA | NA | … | … | 16.34 | 18.13 | 23.82 | 26.16 | 24.49 | 18.51 | 57.19 | 30.40 | 29.12 | 13.97 | 18.48 | 34.57 | 49.43 | 21.47 | 19.99 | 28.72 | 26.61 | 18.94 | 68.34 | 22.36 | 34.09 | 20.16 | 12.67 | 14.74 | 25.33 | 19.50 |
| Yield(%) | 0.00 | 6.07 | 8.41 | 9.18 | 8.69 | 5.32 | 4.52 | … | … | 3.10 | 7.37 | 9.53 | 9.51 | 5.54 | 3.50 | 3.48 | 4.67 | 4.14 | 4.73 | 6.35 | 5.18 | 7.07 | 4.54 | 3.99 | 4.78 | 3.01 | 4.02 | 2.62 | 2.61 | 2.28 | 3.36 | 3.20 | 5.13 | 4.82 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNR (Equinor ASA) |
-15.57%
Jan 2013 – Jan 2016 |
-7.31%
Jun 2008 – Jun 2013 |
-3.25%
Jan 2006 – Jan 2016 |
0.35%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQNR (Equinor ASA) |
67.04%
Apr 2003 – Apr 2006 |
40.48%
Oct 2002 – Oct 2007 |
18.75%
Nov 2001 – Nov 2011 |
12.66%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart