Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTK (Flotek Industries, Inc.) | 44.05% | 69.42% | 242.09% | 62.51% | 7.07% | 7.80% | 4.20% | … | … |
Data as of 06/04/2026, Common starting date is 07/27/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTK (Flotek Industries, Inc.) | 07/27/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 21.19 | 69.42 | 242.09 | 62.51 | 7.07 | 7.80 | 4.20 | … | … | 44.05 | 84.26 | 145.41 | 250.00 | -0.88 | -46.45 | 5.50 | 83.49 | -76.61 | -50.37 | -17.92 | -38.92 | -6.68 | 64.51 | 22.49 | 82.75 | 306.72 | -46.83 | -93.01 | 156.97 | 50.40 | 44.02 | 616.67 | -41.18 | -71.98 | -16.89 | -38.48 |
| Sharpe Ratio | NA | 0.47 | 1.66 | 0.48 | 0.04 | NA | NA | … | … | 0.65 | 1.07 | 2.14 | 1.31 | -0.02 | -0.55 | 0.05 | 0.65 | -1.12 | -1.02 | -0.72 | -0.68 | -0.62 | 1.51 | 0.08 | 0.74 | 3.42 | -0.50 | -0.83 | 2.12 | 0.46 | 2.41 | 2.69 | -0.17 | -0.15 | -0.11 | -0.20 |
| Standard Deviation(%) | NA | 64.65 | 123.84 | 111.74 | 100.14 | NA | NA | … | … | 62.78 | 77.71 | 65.70 | 190.28 | 99.77 | 83.88 | 110.87 | 93.17 | 87.34 | 68.66 | 72.07 | 84.24 | 40.44 | 30.46 | 52.18 | 86.92 | 84.36 | 130.76 | 135.70 | 64.00 | 61.24 | 44.79 | 212.23 | 364.15 | 600.38 | 348.15 | 314.45 |
| Draw Down(%) | NA | 33.29 | 40.22 | 74.43 | 96.63 | NA | NA | … | … | 22.62 | 38.79 | 29.85 | 58.87 | 49.18 | 77.78 | 66.83 | 58.29 | 84.77 | 69.69 | 51.75 | 58.44 | 50.67 | 18.97 | 38.87 | 60.57 | 49.76 | 78.59 | 94.79 | 40.64 | 53.81 | 18.41 | 56.82 | 56.92 | 86.34 | 83.36 | 88.47 |
| Yield(%) | 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 | 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 06/04/2026, Common starting date is 07/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTK (Flotek Industries, Inc.) |
-68.50%
Sep 2007 – Sep 2010 |
-44.16%
Dec 2013 – Dec 2018 |
-28.35%
May 2013 – May 2023 |
-22.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTK (Flotek Industries, Inc.) |
218.07%
May 2023 – May 2026 |
77.74%
Mar 2009 – Mar 2014 |
10.03%
Jan 2016 – Jan 2026 |
18.15%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart