Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESOA (Energy Services of America Corporation) | 89.17% | 51.51% | 93.23% | 52.07% | 28.08% | 12.73% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESOA (Energy Services of America Corporation) | 10/04/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.09 | 51.51 | 93.23 | 52.07 | 28.08 | 12.73 | NA | … | … | 89.17 | -34.42 | 111.44 | 141.25 | -22.12 | 223.53 | 32.47 | -30.56 | 38.82 | -36.13 | 12.35 | -6.67 | -3.57 | 174.51 | -81.04 | -41.39 | 50.49 | -29.72 | -24.78 | 7.85 | 0.00 |
| Sharpe Ratio | NA | 0.69 | 1.31 | 0.65 | 0.29 | NA | NA | … | … | 4.65 | -0.55 | 1.30 | 2.06 | -0.36 | 2.26 | 0.20 | -0.24 | 0.46 | -0.52 | 0.19 | -0.09 | -0.03 | 0.66 | -0.93 | -0.60 | 0.98 | -0.56 | -0.49 | 0.57 | -0.62 |
| Standard Deviation(%) | NA | 61.15 | 75.44 | 73.64 | 94.66 | NA | NA | … | … | 72.54 | 68.14 | 83.20 | 67.46 | 66.32 | 98.99 | 157.98 | 136.32 | 81.09 | 71.42 | 62.25 | 75.59 | 109.43 | 263.26 | 87.62 | 69.42 | 51.47 | 53.49 | 52.40 | 8.29 | 5.70 |
| Draw Down(%) | NA | 31.16 | 57.43 | 57.43 | 69.62 | NA | NA | … | … | 21.75 | 46.40 | 32.87 | 33.57 | 50.40 | 41.22 | 38.18 | 53.13 | 43.16 | 52.19 | 25.71 | 26.43 | 46.34 | 77.14 | 86.29 | 63.71 | 22.55 | 40.91 | 34.80 | 3.32 | 2.42 |
| Yield(%) | 0.00 | 1.17 | 3.62 | 2.90 | 2.84 | 0.96 | 0.41 | … | … | 0.37 | 0.94 | 0.53 | 4.20 | 0.00 | 0.00 | 0.00 | 4.24 | 0.00 | 3.62 | 3.85 | 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 10/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESOA (Energy Services of America Corporation) |
-64.24%
Mar 2010 – Mar 2013 |
-51.32%
Mar 2008 – Mar 2013 |
-18.86%
Mar 2008 – Mar 2018 |
-7.34%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESOA (Energy Services of America Corporation) |
123.22%
Nov 2021 – Nov 2024 |
90.91%
Nov 2019 – Nov 2024 |
32.38%
Mar 2013 – Mar 2023 |
13.02%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart