Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVI (CVR Energy, Inc.) | 80.30% | 36.70% | 13.89% | 23.98% | 7.12% | 20.70% | NA | 10.91% |
Data as of 07/07/2025, AR inception is 10/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVI (CVR Energy, Inc.) | 10/23/2007 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.51 | 36.70 | 13.89 | 23.98 | 7.12 | 20.70 | NA | 10.91 | 80.30 | -34.88 | 11.51 | 115.41 | 25.69 | -61.31 | 25.44 | -0.80 | 53.54 | -27.37 | 6.69 | 3.42 | 15.00 | 160.53 | 23.39 | 121.24 | 71.61 | -83.97 | 23.19 |
| Sharpe Ratio | NA | 0.44 | 0.16 | 0.36 | 0.10 | NA | NA | 0.16 | 3.96 | -0.87 | 0.18 | 1.75 | 0.41 | -0.67 | 0.78 | -0.05 | 1.33 | -0.47 | 0.20 | 0.11 | 0.37 | 4.97 | 0.39 | 2.91 | 0.87 | -0.68 | 5.63 |
| Standard Deviation(%) | NA | 56.85 | 48.71 | 57.11 | 55.09 | NA | NA | 59.45 | 54.13 | 47.53 | 40.52 | 65.51 | 62.30 | 91.48 | 30.73 | 42.67 | 40.11 | 58.64 | 34.15 | 29.70 | 40.74 | 32.71 | 59.88 | 41.57 | 82.34 | 124.41 | 36.22 |
| Draw Down(%) | NA | 43.57 | 56.17 | 56.17 | 80.26 | NA | NA | 92.39 | 26.43 | 56.17 | 33.50 | 34.83 | 50.97 | 74.09 | 29.01 | 31.38 | 30.78 | 64.21 | 18.10 | 24.70 | 45.03 | 23.61 | 41.13 | 28.59 | 51.95 | 92.39 | 10.35 |
| Yield(%) | 0.00 | 10.95 | 13.32 | 17.15 | 7.06 | 47.01 | 12.20 | 14.35 | 12.03 | 4.82 | 15.36 | 26.97 | 16.21 | 2.95 | 8.68 | 6.67 | 8.05 | 5.27 | 5.01 | 11.92 | 29.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/07/2025, AR inception is 10/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVI (CVR Energy, Inc.) |
-25.49%
May 2013 - May 2016 |
-18.71%
Oct 2015 - Oct 2020 |
-2.54%
Oct 2014 - Oct 2024 |
6.61%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVI (CVR Energy, Inc.) |
117.82%
May 2010 - May 2013 |
70.91%
Nov 2008 - Nov 2013 |
35.86%
Nov 2008 - Nov 2018 |
25.47%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart