Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XES (SPDR S&P Oil & Gas Equipment & Services ETF) | 45.14% | 92.54% | 19.14% | 13.48% | -23.73% | -20.32% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XES (SPDR S&P Oil & Gas Equipment & Services ETF) | 06/22/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 92.54 | 19.14 | 13.48 | -23.73 | -20.32 | NA | … | … | 45.14 | 5.89 | -5.44 | 6.68 | 62.03 | 12.00 | -94.34 | -9.86 | -47.36 | -23.21 | 27.52 | -37.70 | -35.40 | 26.37 | -0.04 | -5.56 | 29.02 | 66.68 | -57.83 | 37.93 | 4.07 |
| Sharpe Ratio | NA | 2.92 | 0.48 | 0.26 | -0.28 | NA | NA | … | … | 4.56 | 0.08 | -0.31 | 0.09 | 1.21 | 0.26 | -0.38 | -0.28 | -1.40 | -0.77 | 0.61 | -0.92 | -1.38 | 1.34 | 0.00 | -0.13 | 0.97 | 1.39 | -0.85 | 1.31 | 0.15 |
| Standard Deviation(%) | NA | 30.77 | 33.31 | 39.24 | 86.90 | NA | NA | … | … | 29.84 | 40.23 | 29.48 | 34.39 | 50.24 | 46.72 | 248.18 | 40.26 | 34.95 | 30.94 | 44.59 | 41.01 | 25.66 | 19.66 | 26.34 | 42.68 | 29.92 | 48.04 | 69.00 | 26.64 | 29.90 |
| Draw Down(%) | NA | 11.21 | 45.95 | 45.95 | 99.15 | NA | NA | … | … | 11.21 | 39.34 | 23.79 | 26.11 | 37.55 | 32.65 | 97.63 | 47.49 | 56.56 | 45.35 | 26.71 | 43.70 | 47.69 | 11.67 | 29.44 | 39.77 | 26.03 | 26.47 | 73.03 | 13.81 | 20.52 |
| Yield(%) | 0.00 | 2.21 | 1.48 | 1.14 | 0.29 | 0.12 | 0.14 | … | … | 0.38 | 1.71 | 1.24 | 0.74 | 0.54 | 1.96 | 0.44 | 0.35 | 0.06 | 0.13 | 0.08 | 0.15 | 0.10 | 0.08 | 0.07 | 0.03 | 0.11 | 0.10 | 0.04 | 0.03 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XES (SPDR S&P Oil & Gas Equipment & Services ETF) |
-77.43%
Mar 2017 – Mar 2020 |
-60.84%
Mar 2015 – Mar 2020 |
-38.43%
Mar 2010 – Mar 2020 |
-24.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XES (SPDR S&P Oil & Gas Equipment & Services ETF) |
52.06%
Sep 2020 – Sep 2023 |
27.11%
Mar 2020 – Mar 2025 |
-2.51%
Jan 2007 – Jan 2017 |
-17.15%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart