Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) | 46.94% | 45.00% | 45.17% | 78.46% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) | 07/26/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.80 | 45.00 | 45.17 | 78.46 | NA | NA | NA | … | … | 46.94 | -12.29 | 83.36 | 88.44 | 193.81 | 108.20 | -67.39 | -13.74 |
| Sharpe Ratio | NA | 1.02 | 0.98 | 1.49 | NA | NA | NA | … | … | 3.43 | -0.28 | 1.98 | 1.77 | 3.20 | 2.03 | -0.73 | -0.37 |
| Standard Deviation(%) | NA | 49.27 | 47.52 | 51.57 | NA | NA | NA | … | … | 48.75 | 54.73 | 40.24 | 48.56 | 60.55 | 53.36 | 92.05 | 81.97 |
| Draw Down(%) | NA | 36.48 | 43.36 | 43.36 | NA | NA | NA | … | … | 16.16 | 43.36 | 18.10 | 21.97 | 37.47 | 28.57 | 76.83 | 60.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 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 06/09/2026, Common starting date is 07/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) |
22.14%
Sep 2019 – Sep 2022 |
47.12%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) |
153.14%
Apr 2021 – Apr 2024 |
96.75%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart