Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPAQF (BP p.l.c) | 29.66% | 55.20% | 13.35% | 16.80% | 9.00% | 5.69% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPAQF (BP p.l.c) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.56 | 55.20 | 13.35 | 16.80 | 9.00 | 5.69 | NA | … | … | 29.66 | 23.85 | -13.09 | 9.82 | 29.58 | 40.15 | -42.58 | 4.67 | -0.68 | 20.99 | 30.53 | -12.46 | -19.16 | 23.22 | 1.74 | 2.27 | -22.82 | 35.87 |
| Sharpe Ratio | NA | 1.27 | 0.21 | 0.29 | 0.16 | NA | NA | … | … | 1.50 | 0.59 | -0.47 | 0.18 | 0.52 | 0.87 | -0.52 | 0.12 | -0.07 | 0.87 | 0.73 | -0.31 | -0.78 | 1.21 | 0.06 | 0.06 | -0.46 | 1.12 |
| Standard Deviation(%) | NA | 35.93 | 36.39 | 41.45 | 43.68 | NA | NA | … | … | 42.01 | 35.64 | 35.62 | 35.23 | 54.57 | 46.32 | 81.89 | 26.31 | 29.38 | 23.38 | 41.55 | 39.98 | 24.65 | 19.08 | 27.60 | 34.57 | 50.27 | 37.35 |
| Draw Down(%) | NA | 13.76 | 30.94 | 30.94 | 64.96 | NA | NA | … | … | 13.76 | 25.79 | 27.20 | 18.15 | 25.13 | 18.20 | 62.30 | 20.04 | 21.38 | 11.40 | 15.31 | 33.32 | 33.35 | 10.79 | 23.95 | 27.90 | 56.83 | 24.67 |
| Yield(%) | 0.00 | 6.79 | 5.41 | 6.65 | 6.02 | 4.65 | 4.00 | … | … | 2.85 | 6.57 | 5.14 | 4.93 | 4.89 | 6.30 | 5.03 | 6.15 | 5.78 | 6.44 | 7.62 | 6.28 | 5.06 | 5.62 | 4.55 | 4.27 | 1.43 | 7.73 |
Data as of 06/05/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAQF (BP p.l.c) |
-22.97%
Oct 2017 – Oct 2020 |
-9.46%
Oct 2015 – Oct 2020 |
-3.82%
Oct 2010 – Oct 2020 |
0.71%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAQF (BP p.l.c) |
41.20%
Oct 2020 – Oct 2023 |
23.21%
Oct 2020 – Oct 2025 |
11.19%
Mar 2016 – Mar 2026 |
6.44%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart