Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLPMF (Hellenic Petroleum S.A) | NA | 29.66% | 30.88% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLPMF (Hellenic Petroleum S.A) | 07/20/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.66 | 30.88 | NA | NA | NA | NA | … | … | 32.23 | 11.55 | 41.51 | 21.20 | 0.00 |
| Sharpe Ratio | NA | 1.34 | 1.23 | NA | NA | NA | NA | … | … | 2.02 | 0.38 | 1.47 | 1.92 | 0.00 |
| Standard Deviation(%) | NA | 19.83 | 22.26 | NA | NA | NA | NA | … | … | 21.42 | 20.61 | 26.05 | 10.34 | NA |
| Draw Down(%) | NA | 6.61 | 15.28 | NA | NA | NA | NA | … | … | 0.22 | 15.28 | 2.24 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 11.36 | 19.66 | 14.16 | 7.08 | 4.72 | 3.54 | … | … | 11.58 | 20.34 | 13.07 | 18.70 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLPMF (Hellenic Petroleum S.A) |
21.18%
Apr 2022 – Apr 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 |
|---|---|---|---|---|
| HLPMF (Hellenic Petroleum S.A) |
30.88%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart