Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WFRD_old (Weatherford International PLC) NA -15.58% 19.43% 100.72% 150.83% 77.85% 81.46%
Data as of 11/07/2025, Common starting date is 11/08/1984
More Performance Analytics Comparison
Name Start Date End Date
WFRD_old (Weatherford International PLC) 11/08/1984 11/07/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -15.58 19.43 100.72 150.83 77.85 81.46
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 1.13 1.14 13.04 1,973.68 751.88 15,000.00
Data as of 11/07/2025, Common starting date is 11/08/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFRD_old (Weatherford International PLC) -77.64%
Jan 1990 – Jan 1993
-59.02%
Dec 1989 – Dec 1994
-36.20%
Jan 1990 – Jan 2000
-22.38%
Jan 1990 – Jan 2005
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFRD_old (Weatherford International PLC) 4,221.40%
Apr 2019 – Apr 2022
1,153.16%
Apr 2019 – Apr 2024
155.43%
Sep 2015 – Sep 2025
144.48%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return