Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EOG (EOG Resources, Inc.) | 36.49% | 31.72% | 11.93% | 15.27% | 8.93% | 8.96% | 9.78% | … | … |
Data as of 06/04/2026, Common starting date is 10/04/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EOG (EOG Resources, Inc.) | 10/04/1989 | 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 | 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 (%) | 4.68 | 31.72 | 11.93 | 15.27 | 8.93 | 8.96 | 9.78 | … | … | 36.49 | -11.37 | 4.30 | -2.04 | 56.88 | 86.24 | -38.63 | -2.81 | -18.66 | 7.47 | 44.04 | -22.52 | 10.30 | 39.68 | 23.42 | 8.48 | -5.50 | 47.36 | -25.01 | 43.55 | -14.62 | 106.26 | 55.21 | 16.19 | 2.52 | -28.11 | 214.12 | 1.81 | -18.58 | -16.09 | 5.21 | 28.00 | -3.85 | 32.77 | 50.64 | -8.24 | -15.84 | 26.25 |
| Sharpe Ratio | NA | 0.88 | 0.27 | 0.41 | 0.17 | NA | NA | … | … | 2.83 | -0.50 | 0.03 | -0.20 | 1.24 | 1.94 | -0.50 | -0.12 | -0.65 | 0.34 | 1.22 | -0.68 | 0.34 | 1.54 | 0.76 | 0.21 | -0.16 | 0.98 | -0.36 | 1.50 | -0.48 | 2.79 | 2.05 | 0.65 | 0.04 | -0.69 | 4.03 | -0.04 | -0.51 | -0.58 | 0.05 | 0.78 | -0.23 | 0.93 | 1.35 | -0.32 | -0.63 | 4.70 |
| Standard Deviation(%) | NA | 26.16 | 26.41 | 33.03 | 39.64 | NA | NA | … | … | 29.96 | 28.90 | 22.59 | 29.43 | 45.04 | 44.52 | 77.22 | 34.50 | 31.06 | 20.06 | 36.01 | 33.31 | 29.99 | 25.66 | 31.18 | 41.03 | 35.47 | 48.42 | 72.25 | 27.07 | 37.68 | 37.31 | 26.48 | 23.73 | 33.94 | 44.82 | 52.07 | 44.01 | 43.20 | 33.69 | 31.68 | 30.94 | 30.74 | 32.65 | 35.41 | 38.19 | 33.50 | 34.19 |
| Draw Down(%) | NA | 18.51 | 23.72 | 33.42 | 77.13 | NA | NA | … | … | 13.65 | 23.72 | 13.71 | 24.65 | 33.42 | 26.29 | 66.56 | 39.36 | 37.28 | 20.89 | 14.68 | 31.32 | 28.93 | 15.60 | 28.50 | 42.66 | 23.72 | 35.76 | 58.40 | 18.28 | 32.31 | 21.75 | 14.62 | 16.37 | 29.26 | 51.09 | 21.94 | 40.10 | 46.07 | 34.27 | 22.73 | 24.12 | 28.75 | 33.95 | 23.08 | 22.50 | 31.91 | 7.43 |
| Yield(%) | 0.00 | 3.64 | 3.81 | 6.19 | 3.94 | 4.21 | 5.66 | … | … | 1.90 | 3.16 | 2.99 | 4.66 | 9.65 | 7.25 | 1.68 | 1.12 | 0.69 | 0.65 | 0.96 | 0.73 | 0.62 | 0.59 | 0.66 | 0.69 | 0.61 | 0.81 | 0.51 | 0.54 | 0.28 | 0.45 | 0.50 | 0.44 | 0.42 | 0.29 | 1.62 | 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 06/04/2026, Common starting date is 10/04/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EOG (EOG Resources, Inc.) |
-28.87%
Oct 2017 – Oct 2020 |
-16.38%
Mar 2015 – Mar 2020 |
-2.37%
Oct 2010 – Oct 2020 |
0.48%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EOG (EOG Resources, Inc.) |
64.01%
Jan 2003 – Jan 2006 |
48.07%
Apr 2003 – Apr 2008 |
32.54%
Aug 1998 – Aug 2008 |
24.27%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart