Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQZZF (Serica Energy plc) | 70.00% | 101.15% | 18.58% | 36.87% | 44.46% | 18.78% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQZZF (Serica Energy plc) | 06/26/2008 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 101.15 | 18.58 | 36.87 | 44.46 | 18.78 | NA | … | … | 70.00 | 41.23 | -26.87 | -7.56 | -4.81 | 185.17 | 67.70 | 47.06 | -50.96 | 447.37 | 90.00 | 0.00 | -56.52 | -39.38 | 46.15 | -57.38 | -36.46 | 113.33 | -74.86 |
| Sharpe Ratio | NA | 1.11 | 0.18 | 0.20 | 0.10 | NA | NA | … | … | 1.54 | 0.56 | -0.31 | -0.13 | -0.04 | 1.08 | 0.23 | 0.17 | -0.05 | 0.64 | 0.09 | 0.00 | -0.57 | -0.65 | 0.58 | -0.76 | -0.40 | 1.34 | -0.92 |
| Standard Deviation(%) | NA | 117.31 | 98.08 | 122.33 | 546.02 | NA | NA | … | … | 157.05 | 69.33 | 98.52 | 90.13 | 157.60 | 170.74 | 291.53 | 262.64 | 1,134.57 | 709.02 | 1,045.82 | 451.52 | 99.98 | 60.32 | 80.93 | 75.27 | 91.12 | 84.78 | 102.26 |
| Draw Down(%) | NA | 55.33 | 55.33 | 75.40 | 98.33 | NA | NA | … | … | 44.92 | 31.27 | 42.55 | 43.78 | 59.15 | 40.82 | 66.67 | 68.85 | 98.33 | 95.56 | 94.44 | 93.33 | 60.00 | 48.81 | 51.47 | 67.69 | 60.00 | 34.65 | 79.35 |
| Yield(%) | 0.00 | 11.73 | 9.09 | 18.88 | 77.48 | 17.22 | 3.03 | … | … | 0.00 | 12.47 | 11.75 | 9.53 | 6.05 | 4.05 | 4.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQZZF (Serica Energy plc) |
-70.24%
Sep 2013 – Sep 2016 |
-51.15%
Jun 2011 – Jun 2016 |
-24.49%
Jul 2008 – Jul 2018 |
4.22%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQZZF (Serica Energy plc) |
353.07%
Sep 2016 – Sep 2019 |
212.76%
Aug 2017 – Aug 2022 |
59.41%
May 2016 – May 2026 |
18.42%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart