Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBOEF (Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft) | NA | -30.63% | -14.53% | 5.51% | -3.04% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBOEF (Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft) | 04/30/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.95 | -30.63 | -14.53 | 5.51 | -3.04 | NA | NA | … | … | -30.63 | -10.52 | 29.07 | 11.93 | 12.33 | -30.66 | -11.28 | -26.56 | 7.97 | 51.83 | -26.17 | -31.75 | 19.25 |
| Sharpe Ratio | NA | -1.02 | -0.40 | 0.07 | -0.11 | NA | NA | … | … | -1.10 | -0.76 | 0.42 | 0.21 | 0.33 | -0.54 | -0.33 | -0.65 | 0.21 | 1.19 | -0.73 | -1.06 | 1.06 |
| Standard Deviation(%) | NA | 32.85 | 44.50 | 45.75 | 43.97 | NA | NA | … | … | 38.29 | 18.52 | 61.43 | 50.64 | 36.87 | 57.04 | 38.11 | 42.97 | 35.02 | 43.34 | 35.68 | 29.87 | 28.01 |
| Draw Down(%) | NA | 32.52 | 42.97 | 47.16 | 77.14 | NA | NA | … | … | 32.52 | 16.64 | 26.91 | 33.94 | 27.84 | 53.56 | 41.81 | 48.46 | 20.19 | 17.40 | 33.00 | 43.30 | 15.00 |
| Yield(%) | 0.00 | 7.77 | 4.36 | 5.92 | 2.15 | 1.09 | 0.82 | … | … | 7.77 | 3.46 | 4.28 | 1.77 | 0.00 | 2.29 | 1.54 | 0.56 | 0.00 | 0.92 | 1.99 | 0.90 | 1.06 |
Data as of 09/26/2025, Common starting date is 04/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBOEF (Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft) |
-33.61%
Nov 2017 – Nov 2020 |
-15.72%
May 2015 – May 2020 |
-7.19%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBOEF (Schoeller-Bleckmann Oilfield Equipment Aktiengesellschaft) |
34.32%
Oct 2020 – Oct 2023 |
9.49%
Jul 2020 – Jul 2025 |
-0.37%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart