Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLB (Core Laboratories Inc.) | -39.05% | -54.51% | -16.09% | -14.01% | -19.61% | -11.28% | -0.91% | 5.35% |
Data as of 08/01/2025, AR inception is 09/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLB (Core Laboratories Inc.) | 09/21/1995 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.23 | -54.51 | -16.09 | -14.01 | -19.61 | -11.28 | -0.91 | 5.35 | -39.05 | -1.60 | -12.61 | -8.81 | -15.70 | -29.05 | -34.32 | -44.49 | -6.83 | 13.54 | -5.56 | -36.24 | 76.26 | -3.14 | 29.26 | 52.07 | 101.98 | -51.55 | 53.98 | 116.81 | 60.00 | 39.90 | 47.05 | -19.04 | -48.67 | 36.56 | 4.58 | 5.88 | 115.67 | 39.58 | 0.00 |
| Sharpe Ratio | NA | -1.05 | -0.38 | -0.27 | -0.38 | NA | NA | 0.07 | -0.98 | -0.20 | -0.34 | -0.16 | -0.30 | -0.28 | -0.73 | -1.33 | -0.27 | 0.36 | -0.13 | -1.12 | 2.82 | -0.10 | 0.88 | 2.05 | 2.70 | -0.83 | 1.55 | 2.52 | 1.71 | 1.15 | 1.17 | -0.48 | -0.82 | 0.49 | 0.02 | 0.04 | 2.29 | 0.72 | -0.06 |
| Standard Deviation(%) | NA | 55.11 | 51.61 | 55.11 | 55.08 | NA | NA | 49.80 | 61.56 | 41.01 | 49.38 | 63.33 | 52.11 | 104.46 | 49.14 | 34.55 | 27.48 | 37.05 | 43.02 | 32.46 | 27.00 | 31.51 | 33.35 | 25.33 | 37.71 | 63.36 | 32.98 | 45.39 | 33.75 | 33.78 | 39.65 | 42.26 | 63.20 | 66.12 | 70.39 | 68.70 | 48.69 | 49.66 | 58.28 |
| Draw Down(%) | NA | 54.51 | 61.33 | 77.90 | 93.49 | NA | NA | 95.64 | 48.13 | 32.48 | 38.53 | 61.88 | 54.39 | 80.50 | 49.94 | 55.53 | 29.20 | 26.12 | 25.45 | 48.72 | 9.02 | 31.21 | 26.37 | 15.11 | 18.40 | 64.19 | 22.77 | 29.26 | 15.49 | 19.18 | 33.33 | 48.75 | 62.43 | 41.53 | 50.86 | 59.07 | 35.01 | 21.57 | 21.65 |
| Yield(%) | 0.00 | 0.17 | 0.22 | 0.17 | 1.11 | 1.75 | 6.94 | 26.01 | 0.11 | 0.23 | 0.21 | 0.16 | 0.14 | 0.73 | 3.67 | 1.96 | 1.81 | 3.08 | 4.08 | 1.06 | 1.14 | 0.97 | 1.12 | 0.98 | 3.09 | 0.64 | 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 08/01/2025, AR inception is 09/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLB (Core Laboratories Inc.) |
-54.04%
Mar 2017 - Mar 2020 |
-35.14%
Mar 2015 - Mar 2020 |
-20.97%
Feb 2014 - Feb 2024 |
-10.95%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLB (Core Laboratories Inc.) |
82.97%
Apr 2003 - Apr 2006 |
72.95%
Oct 2002 - Oct 2007 |
40.94%
Apr 2003 - Apr 2013 |
28.49%
Feb 1996 - Feb 2011 |
Annualized Rolling Returns Comparison Chart