Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHEL (Shell plc) | 18.42% | 29.97% | 18.14% | 21.17% | 9.96% | 6.12% | 6.20% | … | … |
Data as of 06/09/2026, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHEL (Shell plc) | 11/05/1984 | 06/09/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.60 | 29.97 | 18.14 | 21.17 | 9.96 | 6.12 | 6.20 | … | … | 18.42 | 22.16 | -0.87 | 20.19 | 36.02 | 28.43 | -37.44 | 7.46 | -8.31 | 29.73 | 26.78 | -27.82 | -2.00 | 8.16 | -1.64 | 13.95 | 16.55 | 19.81 | -34.64 | 22.77 | 18.70 | 11.30 | 13.08 | 23.66 | -7.83 | -17.39 | 2.01 | 29.31 | -9.37 | 28.73 | 21.97 | 32.22 | 4.20 | 30.20 | -4.85 | 11.10 | 2.80 | 35.96 | 1.90 | 17.15 | 51.59 | 27.59 | -4.13 |
| Sharpe Ratio | NA | 1.35 | 0.74 | 0.73 | 0.30 | NA | NA | … | … | 1.75 | 0.87 | -0.26 | 0.76 | 1.02 | 0.93 | -0.58 | 0.36 | -0.45 | 2.07 | 0.90 | -1.00 | -0.11 | 0.52 | -0.10 | 0.50 | 0.66 | 0.59 | -0.64 | 0.94 | 0.85 | 0.49 | 0.66 | 1.09 | -0.27 | -0.74 | -0.07 | 0.84 | -0.35 | 0.82 | 1.07 | 2.55 | 0.08 | 2.04 | -0.46 | 0.45 | -0.16 | 1.72 | -0.18 | 0.36 | 2.34 | 1.22 | -1.62 |
| Standard Deviation(%) | NA | 21.21 | 20.68 | 25.30 | 30.18 | NA | NA | … | … | 26.10 | 22.30 | 17.18 | 21.89 | 34.23 | 30.39 | 64.31 | 16.78 | 21.58 | 14.11 | 29.67 | 27.90 | 18.83 | 15.50 | 17.17 | 28.03 | 24.88 | 33.28 | 55.45 | 21.07 | 17.99 | 18.36 | 18.31 | 20.98 | 33.11 | 27.39 | 30.46 | 30.96 | 36.20 | 30.24 | 17.04 | 11.06 | 14.60 | 13.65 | 15.75 | 16.00 | 16.97 | 17.43 | 16.17 | 35.39 | 20.09 | 18.13 | 18.89 |
| Draw Down(%) | NA | 10.81 | 18.47 | 25.04 | 67.46 | NA | NA | … | … | 10.81 | 18.47 | 16.15 | 13.78 | 25.04 | 15.89 | 63.89 | 15.34 | 22.78 | 8.11 | 19.55 | 31.82 | 25.11 | 11.48 | 16.22 | 21.54 | 20.12 | 29.68 | 50.92 | 15.92 | 11.57 | 13.75 | 14.39 | 19.60 | 30.47 | 29.52 | 18.63 | 19.17 | 32.44 | 18.74 | 8.35 | 7.78 | 11.36 | 7.55 | 12.61 | 9.10 | 10.39 | 8.11 | 15.64 | 32.47 | 9.97 | 9.98 | 9.13 |
| Yield(%) | 0.00 | 4.33 | 4.83 | 6.31 | 5.11 | 3.99 | 4.37 | … | … | 2.02 | 4.54 | 4.18 | 4.42 | 4.44 | 4.55 | 3.20 | 6.10 | 4.70 | 5.79 | 6.97 | 4.77 | 4.48 | 4.37 | 3.92 | 4.26 | 4.58 | 5.12 | 3.15 | 3.42 | 3.25 | 4.02 | 3.01 | 3.70 | 2.59 | 1.92 | 1.98 | 2.72 | 2.45 | 0.73 | 0.87 | 1.07 | 0.99 | 1.25 | 1.32 | 1.33 | 1.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHEL (Shell plc) |
-21.96%
Oct 2017 – Oct 2020 |
-8.35%
Oct 2015 – Oct 2020 |
-4.21%
Oct 2010 – Oct 2020 |
-1.70%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHEL (Shell plc) |
42.10%
Sep 2020 – Sep 2023 |
28.98%
Oct 2020 – Oct 2025 |
16.97%
Dec 1985 – Dec 1995 |
17.52%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart