Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLX (Helix Energy Solutions Group, Inc.) | 55.18% | 48.78% | 11.55% | 8.54% | 1.36% | -3.14% | -6.20% | … | … |
Data as of 06/04/2026, Common starting date is 07/01/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLX (Helix Energy Solutions Group, Inc.) | 07/01/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.06 | 48.78 | 11.55 | 8.54 | 1.36 | -3.14 | -6.20 | … | … | 55.18 | -32.83 | -10.89 | 39.30 | 136.54 | -25.71 | -56.39 | 78.00 | -28.25 | -14.51 | 67.68 | -75.76 | -6.38 | 12.31 | 30.63 | 30.15 | 3.32 | 62.29 | -82.55 | 32.29 | -12.59 | 76.15 | 68.95 | 2.64 | -4.78 | -7.31 | 60.75 | 59.64 | -15.31 | 22.50 |
| Sharpe Ratio | NA | 0.94 | 0.20 | 0.19 | 0.00 | NA | NA | … | … | 3.38 | -0.70 | -0.45 | 0.88 | 2.04 | -0.41 | -0.41 | 1.16 | -1.02 | -0.63 | 0.41 | -1.39 | -0.73 | -0.20 | 0.34 | 0.19 | -0.28 | 0.51 | -0.96 | 0.33 | -0.77 | 1.50 | 1.48 | -0.47 | -0.52 | -0.49 | -0.12 | 1.53 | 0.26 | -0.69 |
| Standard Deviation(%) | NA | 48.11 | 44.28 | 51.55 | 66.50 | NA | NA | … | … | 48.36 | 51.64 | 39.07 | 40.19 | 66.60 | 63.04 | 138.42 | 47.23 | 48.68 | 54.15 | 82.16 | 67.80 | 33.88 | 31.29 | 36.37 | 60.70 | 54.78 | 85.86 | 106.17 | 31.63 | 45.83 | 36.80 | 33.45 | 35.74 | 47.12 | 58.92 | 65.48 | 55.34 | 70.44 | 59.50 |
| Draw Down(%) | NA | 20.83 | 55.54 | 61.66 | 91.46 | NA | NA | … | … | 17.06 | 41.12 | 30.11 | 28.06 | 53.79 | 55.84 | 89.65 | 22.89 | 51.67 | 49.43 | 51.02 | 78.80 | 27.12 | 21.31 | 27.37 | 42.44 | 48.43 | 70.30 | 90.60 | 17.93 | 36.02 | 17.20 | 12.11 | 34.79 | 43.57 | 48.45 | 35.66 | 31.33 | 69.52 | 38.93 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/01/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLX (Helix Energy Solutions Group, Inc.) |
-55.47%
Feb 2006 – Feb 2009 |
-35.73%
Mar 2015 – Mar 2020 |
-20.89%
Jan 2006 – Jan 2016 |
-16.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLX (Helix Energy Solutions Group, Inc.) |
83.58%
Feb 2009 – Feb 2012 |
50.03%
Feb 2009 – Feb 2014 |
25.33%
Aug 1998 – Aug 2008 |
14.65%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart