Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APWEX (WORLD ENERGY FUND INVESTOR) | 32.40% | 49.40% | 26.77% | 20.08% | 11.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APWEX (WORLD ENERGY FUND INVESTOR) | 02/06/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 49.40 | 26.77 | 20.08 | 11.92 | NA | NA | … | … | 32.40 | 21.35 | 13.22 | 4.58 | 32.44 | 36.62 | -0.01 | 7.66 | -24.50 | -1.94 | 23.44 | -16.76 | -4.60 |
| Sharpe Ratio | NA | 2.47 | 1.08 | 0.70 | 0.39 | NA | NA | … | … | 4.29 | 0.75 | 0.53 | 0.04 | 0.87 | 1.30 | -0.01 | 0.39 | -1.19 | -0.16 | 1.07 | -0.87 | -0.37 |
| Standard Deviation(%) | NA | 17.83 | 20.88 | 25.90 | 25.94 | NA | NA | … | … | 18.85 | 24.83 | 18.09 | 22.25 | 35.78 | 28.23 | 42.69 | 15.75 | 21.85 | 16.00 | 21.76 | 19.32 | 13.66 |
| Draw Down(%) | NA | 6.46 | 23.02 | 25.74 | 57.68 | NA | NA | … | … | 6.02 | 23.02 | 13.27 | 15.64 | 25.74 | 17.61 | 44.03 | 20.85 | 34.10 | 20.16 | 13.23 | 24.33 | 21.73 |
| Yield(%) | 0.00 | 0.87 | 1.51 | 1.93 | 1.68 | 1.09 | 0.82 | … | … | 0.36 | 0.56 | 2.00 | 1.64 | 2.46 | 1.93 | 1.49 | 2.02 | 0.93 | 0.42 | 1.18 | 0.55 | 1.22 |
Data as of 06/04/2026, Common starting date is 02/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APWEX (WORLD ENERGY FUND INVESTOR) |
-18.85%
Mar 2017 – Mar 2020 |
-12.11%
Mar 2015 – Mar 2020 |
3.23%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APWEX (WORLD ENERGY FUND INVESTOR) |
39.51%
Mar 2020 – Mar 2023 |
28.87%
Oct 2020 – Oct 2025 |
12.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart