Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYB (LyondellBasell Industries N.V.) | 53.93% | 26.27% | -3.95% | -3.99% | 5.50% | 11.62% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYB (LyondellBasell Industries N.V.) | 04/28/2010 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 26.27 | -3.95 | -3.99 | 5.50 | 11.62 | NA | … | … | 53.93 | -35.96 | -17.38 | 20.70 | -0.98 | 5.07 | 2.64 | 44.63 | -21.69 | 33.72 | 2.90 | 13.15 | 1.76 | 44.73 | 92.47 | 10.41 | 56.36 |
| Sharpe Ratio | NA | 0.51 | -0.17 | -0.18 | 0.11 | NA | NA | … | … | 3.71 | -0.92 | -1.12 | 0.77 | -0.07 | 0.17 | 0.03 | 1.26 | -0.90 | 1.65 | 0.09 | 0.41 | 0.06 | 1.78 | 2.64 | 0.20 | 2.75 |
| Standard Deviation(%) | NA | 46.27 | 34.24 | 32.93 | 36.97 | NA | NA | … | … | 52.09 | 42.46 | 18.68 | 22.42 | 34.42 | 30.29 | 71.66 | 34.38 | 25.77 | 20.07 | 30.20 | 31.78 | 29.85 | 25.08 | 35.44 | 52.30 | 33.65 |
| Draw Down(%) | NA | 35.45 | 55.35 | 55.35 | 63.26 | NA | NA | … | … | 19.56 | 42.48 | 28.00 | 15.65 | 34.85 | 25.83 | 62.51 | 24.21 | 32.86 | 16.44 | 20.88 | 26.53 | 37.89 | 15.15 | 18.79 | 46.74 | 34.78 |
| Yield(%) | 1.04 | 7.41 | 5.42 | 5.18 | 7.85 | 14.38 | 18.77 | … | … | 3.11 | 7.49 | 5.46 | 5.88 | 10.63 | 4.97 | 4.47 | 22.83 | 3.56 | 4.09 | 3.82 | 3.80 | 3.43 | 3.38 | 12.55 | 14.61 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYB (LyondellBasell Industries N.V.) |
-15.19%
May 2022 – May 2025 |
-7.85%
Dec 2020 – Dec 2025 |
0.44%
Oct 2015 – Oct 2025 |
9.24%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYB (LyondellBasell Industries N.V.) |
81.07%
Sep 2011 – Sep 2014 |
54.59%
Jun 2010 – Jun 2015 |
23.75%
Jun 2010 – Jun 2020 |
16.72%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart