Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NZEOY (New Zealand Oil & Gas Limited) | NA | 2.74% | 2.85% | 3.73% | -7.03% | -10.34% | NA | … | … |
Data as of 09/10/2025, Common starting date is 09/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NZEOY (New Zealand Oil & Gas Limited) | 09/02/2010 | 09/10/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.74 | 2.85 | 3.73 | -7.03 | -10.34 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 2.66 | 2.74 | 1.82 | 0.36 | 0.25 | 0.22 | … | … |
Data as of 09/10/2025, Common starting date is 09/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZEOY (New Zealand Oil & Gas Limited) |
-43.67%
May 2020 – May 2023 |
-27.93%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZEOY (New Zealand Oil & Gas Limited) |
2.85%
May 2022 – May 2025 |
-20.38%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart