Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOSP (Innospec Inc.) | 6.61% | -4.14% | -4.18% | -3.07% | 6.52% | 8.07% | 11.63% | … | … |
Data as of 06/04/2026, Common starting date is 05/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOSP (Innospec Inc.) | 05/13/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | -4.14 | -4.18 | -3.07 | 6.52 | 8.07 | 11.63 | … | … | 6.61 | -28.94 | -9.57 | 21.46 | 15.25 | 0.77 | -11.00 | 69.43 | -11.48 | 4.30 | 27.72 | 28.75 | -6.42 | 35.49 | 30.95 | 37.60 | 102.18 | 73.81 | -65.48 | -26.02 | 189.14 | -21.19 | 6.20 | 25.10 | -12.02 | 56.52 | 10.84 | -25.23 | -58.58 |
| Sharpe Ratio | NA | -0.17 | -0.22 | -0.18 | 0.17 | NA | NA | … | … | 0.89 | -1.18 | -0.47 | 0.74 | 0.49 | 0.03 | -0.20 | 2.74 | -0.44 | 0.14 | 1.03 | 1.22 | -0.25 | 1.43 | 1.12 | 0.70 | 2.22 | 0.86 | -0.70 | -0.48 | 3.91 | -0.57 | 0.12 | 0.56 | -0.29 | 1.84 | 0.17 | -0.93 | -1.41 |
| Standard Deviation(%) | NA | 24.19 | 26.67 | 26.62 | 31.31 | NA | NA | … | … | 25.64 | 27.00 | 27.88 | 24.29 | 28.37 | 28.03 | 57.44 | 24.82 | 29.04 | 25.79 | 26.64 | 23.59 | 25.37 | 24.85 | 27.86 | 53.49 | 46.08 | 86.13 | 95.26 | 60.59 | 47.85 | 41.35 | 42.37 | 43.28 | 45.02 | 30.03 | 38.32 | 30.65 | 55.30 |
| Draw Down(%) | NA | 25.48 | 48.42 | 48.42 | 48.42 | NA | NA | … | … | 25.48 | 38.12 | 20.24 | 19.34 | 20.39 | 22.44 | 42.73 | 13.29 | 29.71 | 25.48 | 21.84 | 11.04 | 22.52 | 10.92 | 22.10 | 42.27 | 40.51 | 55.78 | 81.99 | 48.81 | 17.60 | 29.28 | 40.95 | 29.63 | 39.44 | 19.65 | 38.12 | 36.33 | 65.49 |
| Yield(%) | 0.00 | 2.08 | 1.69 | 1.46 | 2.45 | 3.33 | 6.98 | … | … | 1.21 | 1.59 | 1.27 | 1.36 | 1.37 | 1.30 | 1.00 | 1.65 | 1.25 | 1.11 | 1.28 | 1.43 | 1.20 | 1.42 | 7.07 | 0.00 | 0.00 | 0.85 | 0.58 | 0.40 | 1.43 | 0.68 | 0.58 | 0.32 | 0.28 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOSP (Innospec Inc.) |
-32.90%
Mar 2006 – Mar 2009 |
-23.38%
Mar 2004 – Mar 2009 |
-4.59%
Feb 1999 – Feb 2009 |
6.46%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOSP (Innospec Inc.) |
100.49%
Mar 2009 – Mar 2012 |
66.84%
Mar 2009 – Mar 2014 |
38.15%
Mar 2009 – Mar 2019 |
28.25%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart