Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HP (Helmerich & Payne, Inc.) | 40.02% | 150.21% | 11.09% | 7.60% | 0.05% | 1.25% | 4.45% | … | … |
Data as of 06/04/2026, Common starting date is 10/15/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HP (Helmerich & Payne, Inc.) | 10/15/1980 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.02 | 150.21 | 11.09 | 7.60 | 0.05 | 1.25 | 4.45 | … | … | 40.02 | -6.27 | -7.83 | -23.21 | 115.23 | 6.19 | -44.28 | 2.27 | -22.58 | -12.25 | 51.71 | -17.12 | -17.56 | 52.95 | -3.49 | 20.94 | 22.23 | 76.45 | -42.96 | 64.73 | -20.49 | 83.15 | 23.38 | 1.26 | 15.35 | -23.36 | 103.70 | 12.26 | -42.91 | 30.22 | 75.21 | 16.10 | -8.07 | 13.20 | 27.10 | -26.54 | -23.27 | 68.71 | 8.67 | -9.64 | 3.11 | 0.63 | -0.62 | 3.21 | -46.94 | -27.76 | 13.69 |
| Sharpe Ratio | NA | 3.55 | 0.14 | 0.16 | -0.03 | NA | NA | … | … | 2.61 | -0.16 | -0.31 | -0.68 | 1.95 | 0.11 | -0.46 | 0.02 | -0.72 | -0.41 | 1.24 | -0.39 | -0.51 | 2.14 | -0.10 | 0.43 | 0.60 | 1.28 | -0.53 | 2.10 | -0.64 | 2.52 | 0.86 | 0.02 | 0.33 | -0.56 | 1.92 | 0.17 | -0.84 | 0.79 | 2.67 | 0.61 | -0.49 | 0.46 | 0.84 | -1.03 | -0.87 | 2.68 | 0.13 | -0.32 | -0.04 | -0.18 | -0.20 | -0.07 | -0.95 | -0.87 | 1.63 |
| Standard Deviation(%) | NA | 43.91 | 44.79 | 48.77 | 51.89 | NA | NA | … | … | 40.35 | 56.70 | 37.01 | 39.64 | 58.64 | 54.94 | 95.85 | 38.96 | 33.36 | 31.71 | 41.58 | 43.91 | 34.73 | 24.69 | 35.99 | 49.15 | 37.09 | 59.84 | 82.86 | 29.51 | 37.52 | 32.10 | 26.18 | 30.01 | 42.48 | 46.36 | 51.86 | 52.75 | 55.21 | 33.28 | 26.54 | 19.86 | 22.65 | 24.02 | 28.94 | 29.54 | 32.87 | 23.45 | 28.10 | 43.79 | 32.29 | 26.55 | 38.54 | 43.72 | 57.21 | 43.97 | 46.12 |
| Draw Down(%) | NA | 19.70 | 64.42 | 68.47 | 81.55 | NA | NA | … | … | 11.15 | 57.75 | 30.86 | 38.27 | 33.73 | 38.37 | 72.41 | 42.01 | 37.70 | 45.79 | 20.91 | 39.53 | 48.23 | 17.21 | 39.68 | 48.43 | 31.03 | 26.05 | 76.42 | 20.09 | 45.40 | 18.37 | 21.05 | 26.06 | 30.36 | 59.29 | 24.64 | 36.65 | 52.12 | 30.92 | 13.73 | 20.97 | 18.00 | 28.62 | 19.46 | 37.34 | 35.33 | 13.52 | 25.24 | 50.35 | 19.16 | 24.87 | 29.41 | 30.94 | 62.03 | 38.85 | 15.51 |
| Yield(%) | 0.00 | 6.09 | 3.99 | 3.95 | 3.03 | 3.06 | 4.59 | … | … | 1.67 | 3.02 | 4.15 | 4.06 | 4.88 | 4.32 | 4.24 | 7.39 | 4.32 | 3.56 | 5.12 | 4.09 | 3.19 | 2.28 | 0.45 | 0.53 | 0.52 | 0.80 | 0.45 | 0.78 | 0.53 | 1.03 | 1.16 | 1.12 | 29.47 | 0.60 | 1.41 | 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 10/15/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HP (Helmerich & Payne, Inc.) |
-34.58%
Mar 2017 – Mar 2020 |
-21.41%
Mar 2015 – Mar 2020 |
-10.03%
May 2015 – May 2025 |
-4.22%
Nov 1980 – Nov 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HP (Helmerich & Payne, Inc.) |
47.97%
Sep 2020 – Sep 2023 |
38.67%
Jun 2003 – Jun 2008 |
26.30%
Aug 1998 – Aug 2008 |
21.56%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart