Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OISHF (Oil Search Limited) | NA | 25.24% | -11.38% | -6.77% | -5.57% | NA | NA | … | … |
Data as of 12/29/2021, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OISHF (Oil Search Limited) | 10/18/2010 | 12/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.24 | -11.38 | -6.77 | -5.57 | NA | NA | … | … | 25.22 | -46.27 | 0.79 | -16.23 | 20.80 | 1.21 | -21.46 | -12.88 | -0.41 | 16.00 | -16.11 | 19.58 |
| Sharpe Ratio | NA | 0.56 | -0.18 | -0.14 | -0.13 | NA | NA | … | … | 0.56 | -0.44 | -0.02 | -0.67 | 0.96 | 0.03 | -0.42 | -0.40 | -0.02 | 0.50 | -0.37 | 5.89 |
| Standard Deviation(%) | NA | 44.88 | 68.09 | 54.86 | 46.72 | NA | NA | … | … | 45.06 | 104.89 | 29.19 | 26.23 | 21.17 | 39.35 | 51.46 | 31.95 | 23.31 | 32.30 | 43.20 | 23.39 |
| Draw Down(%) | NA | 23.36 | 83.42 | 85.23 | 89.17 | NA | NA | … | … | 23.36 | 81.33 | 27.59 | 31.29 | 14.08 | 21.86 | 36.25 | 38.59 | 16.84 | 23.33 | 35.83 | 3.61 |
| Yield(%) | 0.00 | 1.57 | 1.21 | 1.33 | 1.09 | 0.77 | 0.58 | … | … | 1.57 | 0.00 | 2.77 | 1.32 | 1.40 | 1.01 | 2.86 | 0.56 | 0.54 | 0.63 | 0.54 | 0.00 |
Data as of 12/29/2021, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OISHF (Oil Search Limited) |
-36.31%
Mar 2017 – Mar 2020 |
-25.00%
Mar 2015 – Mar 2020 |
-9.47%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OISHF (Oil Search Limited) |
15.84%
Aug 2015 – Aug 2018 |
-1.37%
Sep 2011 – Sep 2016 |
-5.85%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart