Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HES (Hess Corporation) NA -2.78% 15.76% 27.06% 11.43% 8.82% 8.54% … …
Data as of 07/18/2025, Common starting date is 03/17/1980
More Performance Analytics Comparison
Name Start Date End Date
HES (Hess Corporation) 03/17/1980 07/18/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) -2.77 -2.78 15.76 27.06 11.43 8.82 8.54 … … 12.77 -6.49 2.90 94.06 42.10 -19.19 67.72 -13.14 -22.07 30.90 -33.22 -9.98 58.18 -6.05 -25.34 27.35 13.57 -46.56 104.77 18.31 55.55 57.47 -0.95 -10.38 -13.01 29.99 14.07 -9.34 -5.18 9.20 16.16 1.11 -1.90 -3.16 2.43 -4.87 54.76 26.63 4.74 -12.84 11.79 -15.95 16.00 3.63 -44.38 86.06
Sharpe Ratio NA -0.20 0.39 0.65 0.22 NA NA … … 0.66 -0.45 -0.02 2.08 0.98 -0.24 1.85 -0.37 -0.73 0.63 -0.94 -0.41 2.41 -0.19 -0.60 0.88 0.27 -0.54 2.83 0.45 1.67 2.10 -0.07 -0.34 -0.53 0.76 0.36 -0.39 -0.39 0.25 0.63 -0.08 -0.18 -0.19 -0.06 -0.44 2.07 0.71 0.01 -0.43 0.20 -0.65 0.24 -0.09 -1.12 2.56
Standard Deviation(%) NA 29.52 32.00 38.70 44.44 NA NA … … 33.23 22.52 32.52 44.87 43.05 81.82 35.79 39.88 31.29 48.74 35.45 24.49 24.13 31.97 42.05 31.03 49.85 87.61 36.12 33.01 31.97 26.86 24.83 33.49 29.80 34.00 29.51 32.46 22.44 22.20 19.28 25.03 22.01 29.20 23.52 23.67 23.62 30.46 47.66 39.98 31.93 35.23 40.35 47.06 49.08 43.15
Draw Down(%) NA 21.68 26.96 34.12 60.12 NA NA … … 21.68 22.34 26.96 27.12 29.86 58.96 20.18 50.92 38.71 29.08 38.45 34.85 15.07 40.14 42.93 24.39 30.07 71.21 17.22 31.10 19.11 17.52 26.89 40.52 39.31 20.17 18.29 21.86 22.24 19.37 17.92 16.19 24.11 25.63 27.06 17.26 9.86 21.59 45.48 41.05 23.97 30.57 28.07 37.24 48.30 19.81
Yield(%) 0.00 1.29 1.80 3.16 2.12 2.04 2.41 … … 0.74 1.30 1.30 1.95 1.89 1.48 2.37 2.09 1.59 2.08 1.35 1.23 1.30 0.68 0.52 0.63 0.70 0.40 0.84 0.90 1.51 2.23 2.15 1.93 1.62 1.10 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 07/18/2025, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HES (Hess Corporation) -25.98%
Aug 2014 – Aug 2017 		-12.01%
Jul 1981 – Jul 1986 		-6.22%
Dec 2007 – Dec 2017 		-0.32%
Nov 1980 – Nov 1995
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HES (Hess Corporation) 60.78%
Mar 2020 – Mar 2023 		52.09%
Jun 2003 – Jun 2008 		22.81%
Jun 1998 – Jun 2008 		15.47%
Jun 1993 – Jun 2008
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return