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
WOEN (Wolf Energy Services Inc.) NA -85.71% -59.45% -54.27% -37.50% -32.70% -28.41%
Data as of 01/18/2024, Common starting date is 03/15/1999
More Performance Analytics Comparison
Name Start Date End Date
WOEN (Wolf Energy Services Inc.) 03/15/1999 01/18/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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
Annualized Return (%) 0.00 -85.71 -59.45 -54.27 -37.50 -32.70 -28.41 0.00 -96.88 255.56 -10.00 -80.00 25.00 -20.00 150.00 100.00 -50.00 -85.71 -30.00 100.00 -71.43 -25.53 -6.00 -16.67 9.09 -3.51 -5.00 -28.57 -16.00 376.19 -72.00 -78.57 3,639.32
Sharpe Ratio NA -0.29 -0.19 -0.16 -0.13 NA NA 0.00 -0.29 0.79 -0.03 -0.17 0.09 -0.08 0.61 0.87 -0.20 -0.37 -0.25 0.68 -0.48 -0.18 -0.05 -0.09 0.06 -0.08 -0.05 -0.22 -0.16 1.79 -0.35 -0.51 30.46
Standard Deviation(%) NA 335.29 327.17 352.92 296.93 NA NA NA 352.64 322.52 342.84 468.74 262.62 267.64 244.42 114.32 250.13 231.11 117.83 147.69 148.52 141.27 123.07 188.69 104.94 82.98 131.15 132.45 104.08 210.00 211.92 160.87 290.85
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 96.88 72.22 75.00 92.00 75.00 82.35 66.67 50.00 85.71 85.71 50.00 66.67 80.00 77.88 44.00 77.78 47.37 43.04 55.29 49.58 68.42 60.00 88.87 82.35 70.37
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 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 0.00 0.00 0.00
Data as of 01/18/2024, Common starting date is 03/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WOEN (Wolf Energy Services Inc.) -70.76%
Mar 2020 – Mar 2023
-60.19%
Mar 2018 – Mar 2023
-40.17%
Aug 2013 – Aug 2023
-34.86%
Mar 2008 – Mar 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WOEN (Wolf Energy Services Inc.) 108.01%
Oct 2015 – Oct 2018
30.26%
Oct 2001 – Oct 2006
3.97%
Sep 2001 – Sep 2011
-10.17%
Mar 2002 – Mar 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return