Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EE (Excelerate Energy, Inc.) | NA | 6.06% | 12.44% | 16.97% | 15.10% | 9.86% | 10.18% | … | … |
Data as of 07/29/2020, Common starting date is 10/31/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EE (Excelerate Energy, Inc.) | 10/31/1994 | 07/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 6.06 | 12.44 | 16.97 | 15.10 | 9.86 | 10.18 | … | … | 0.75 | 35.43 | -9.43 | 19.03 | 20.78 | -3.89 | 14.10 | 10.03 | -7.88 | 25.83 | 35.75 | 12.11 | -29.25 | 4.92 | 15.83 | 11.09 | 41.87 | 21.36 | -24.14 | 9.85 | 34.52 | 12.14 | 18.64 | 13.46 | 1,880.86 | -59.61 | -23.53 | 13.16 | -32.14 | -9.68 | -54.41 | -10.53 |
| Sharpe Ratio | NA | -2.20 | -0.67 | -0.52 | -0.47 | NA | NA | … | … | -1.64 | 0.64 | -1.48 | -0.01 | -0.63 | -1.11 | -0.25 | -0.48 | -1.85 | 0.29 | 0.83 | -0.21 | -1.16 | -0.75 | -0.40 | -0.50 | 1.11 | 0.08 | -1.05 | -0.33 | -0.91 | 1.33 | 1.37 | -0.90 | 8.55 | -0.53 | -0.35 | 0.15 | -0.46 | -0.16 | -1.61 | -0.79 |
| Standard Deviation(%) | NA | 8.63 | 17.89 | 18.40 | 18.85 | NA | NA | … | … | 10.74 | 18.88 | 20.92 | 14.13 | 21.30 | 20.28 | 17.87 | 17.64 | 14.39 | 25.26 | 20.76 | 30.52 | 41.91 | 22.79 | 16.40 | 19.83 | 20.10 | 24.81 | 41.70 | 35.45 | 37.33 | 27.90 | 37.88 | 36.84 | 214.93 | 231.05 | 117.86 | 72.23 | 74.48 | 82.14 | 37.03 | 32.69 |
| Draw Down(%) | NA | 7.11 | 24.19 | 24.19 | 24.19 | NA | NA | … | … | 7.11 | 7.17 | 23.38 | 10.34 | 12.44 | 17.11 | 11.69 | 16.61 | 15.21 | 12.55 | 12.09 | 36.61 | 38.17 | 21.80 | 15.87 | 9.80 | 9.55 | 13.46 | 40.70 | 22.94 | 18.94 | 18.44 | 23.75 | 27.42 | 16.67 | 83.04 | 35.29 | 36.54 | 52.78 | 61.54 | 61.11 | 19.23 |
| Yield(%) | 0.28 | 2.66 | 2.95 | 3.95 | 5.25 | 3.51 | 4.47 | … | … | 1.46 | 3.12 | 2.59 | 2.82 | 3.23 | 2.90 | 3.21 | 3.19 | 2.84 | 2.37 | 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 | 0.00 |
Data as of 07/29/2020, Common starting date is 10/31/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EE (Excelerate Energy, Inc.) |
-11.77%
May 2006 – May 2009 |
-2.00%
Jun 2004 – Jun 2009 |
4.53%
May 1999 – May 2009 |
7.58%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EE (Excelerate Energy, Inc.) |
198.76%
Dec 1995 – Dec 1998 |
109.36%
Dec 1995 – Dec 2000 |
51.60%
Dec 1995 – Dec 2005 |
34.35%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart