Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APA (APA Corporation) | 58.80% | 122.16% | 9.00% | 13.55% | -1.22% | -5.24% | -0.80% | … | … |
Data as of 06/04/2026, Common starting date is 05/15/1979
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APA (APA Corporation) | 05/15/1979 | 06/04/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.63 | 122.16 | 9.00 | 13.55 | -1.22 | -5.24 | -0.80 | … | … | 58.80 | 11.54 | -33.44 | -21.24 | 76.44 | 90.76 | -43.71 | 1.12 | -36.39 | -32.13 | 45.66 | -27.75 | -26.25 | 10.53 | -12.70 | -23.63 | 16.27 | 39.49 | -30.22 | 62.92 | -2.29 | 36.26 | 150.83 | 43.25 | 15.12 | -28.37 | 90.45 | 45.93 | -27.81 | -0.18 | 19.07 | 18.00 | 6.95 | 24.67 | 18.11 | 8.55 | -20.41 | 133.33 | 5.00 | -16.67 | -17.24 | 7.41 | -15.62 | 14.29 | -46.15 | -19.03 | 55.38 | 88.51 |
| Sharpe Ratio | NA | 2.51 | 0.08 | 0.26 | -0.06 | NA | NA | … | … | 3.51 | 0.16 | -1.02 | -0.66 | 1.27 | 1.59 | -0.33 | -0.01 | -0.98 | -1.05 | 0.94 | -0.66 | -0.96 | 0.46 | -0.51 | -0.61 | 0.56 | 0.92 | -0.43 | 2.19 | -0.21 | 1.07 | 2.08 | 1.73 | 0.45 | -0.71 | 1.61 | 0.86 | -0.73 | -0.13 | 0.56 | 0.50 | 0.11 | 0.61 | 0.43 | 0.12 | -0.60 | 3.82 | 0.00 | -0.49 | -0.63 | 0.07 | -0.64 | 0.20 | -1.00 | -0.62 | 0.93 | 3.54 |
| Standard Deviation(%) | NA | 46.27 | 44.33 | 48.90 | 61.05 | NA | NA | … | … | 49.31 | 54.34 | 36.30 | 38.02 | 59.27 | 57.17 | 134.04 | 49.31 | 38.59 | 31.42 | 48.19 | 41.86 | 27.47 | 22.58 | 25.37 | 38.77 | 28.96 | 42.79 | 72.04 | 27.40 | 27.52 | 31.90 | 71.97 | 24.59 | 31.33 | 44.14 | 53.40 | 49.76 | 42.98 | 30.27 | 27.51 | 27.89 | 36.19 | 36.63 | 36.09 | 38.43 | 43.25 | 33.34 | 32.85 | 42.14 | 34.08 | 27.52 | 35.42 | 40.29 | 53.88 | 47.54 | 49.86 | 46.71 |
| Draw Down(%) | NA | 19.49 | 67.45 | 70.47 | 93.49 | NA | NA | … | … | 19.49 | 44.28 | 42.36 | 31.63 | 40.09 | 31.88 | 87.94 | 49.35 | 48.17 | 38.98 | 22.46 | 48.87 | 46.47 | 19.15 | 32.33 | 42.57 | 24.68 | 39.91 | 57.93 | 17.19 | 24.12 | 22.18 | 14.20 | 14.70 | 22.20 | 45.28 | 22.24 | 37.53 | 44.32 | 25.46 | 17.39 | 22.27 | 20.26 | 35.38 | 22.83 | 29.09 | 32.72 | 12.03 | 28.57 | 44.44 | 35.79 | 19.19 | 33.91 | 32.03 | 59.62 | 36.49 | 41.54 | 19.70 |
| Yield(%) | 0.00 | 5.58 | 3.02 | 3.60 | 1.45 | 0.70 | 1.21 | … | … | 1.97 | 4.28 | 2.77 | 2.29 | 2.23 | 0.93 | 1.28 | 3.69 | 2.26 | 1.57 | 2.25 | 1.57 | 1.11 | 0.95 | 0.69 | 0.50 | 0.57 | 0.76 | 0.63 | 0.93 | 0.63 | 0.70 | 0.65 | 0.74 | 0.81 | 0.40 | 0.62 | 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 06/04/2026, Common starting date is 05/15/1979
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APA (APA Corporation) |
-55.45%
Mar 2017 – Mar 2020 |
-39.92%
Mar 2015 – Mar 2020 |
-26.11%
Mar 2010 – Mar 2020 |
-15.27%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APA (APA Corporation) |
107.56%
Mar 2020 – Mar 2023 |
57.59%
Apr 2003 – Apr 2008 |
35.67%
Aug 1998 – Aug 2008 |
23.96%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart