Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBRIY (Harbour Energy PLC ADR) | 39.34% | 72.53% | 20.44% | -1.58% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBRIY (Harbour Energy PLC ADR) | 10/06/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 72.53 | 20.44 | -1.58 | NA | NA | NA | … | … | 39.34 | 16.32 | -19.81 | 18.01 | -20.33 | 2,233.33 | -4.55 |
| Sharpe Ratio | NA | 1.10 | 0.30 | -0.08 | NA | NA | NA | … | … | 2.07 | 0.20 | -0.52 | 0.29 | -0.40 | 4.25 | -0.31 |
| Standard Deviation(%) | NA | 63.36 | 57.33 | 57.05 | NA | NA | NA | … | … | 55.37 | 67.12 | 51.08 | 48.33 | 53.82 | 326.78 | 156.43 |
| Draw Down(%) | NA | 29.00 | 44.34 | 60.42 | NA | NA | NA | … | … | 10.72 | 36.67 | 24.56 | 27.94 | 45.64 | 36.84 | 26.92 |
| Yield(%) | 0.00 | 8.69 | 7.92 | 68.16 | 48.02 | 32.02 | 24.01 | … | … | 2.85 | 9.01 | 6.28 | 6.63 | 4.32 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBRIY (Harbour Energy PLC ADR) |
-21.90%
Apr 2022 – Apr 2025 |
-5.04%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBRIY (Harbour Energy PLC ADR) |
23.84%
Apr 2023 – Apr 2026 |
0.86%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart