Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLXE (KLX Energy Services Holdings, Inc.) | 73.02% | 77.72% | -28.27% | -25.41% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLXE (KLX Energy Services Holdings, Inc.) | 08/29/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 18.05 | 77.72 | -28.27 | -25.41 | NA | NA | NA | … | … | 73.02 | -68.27 | -58.79 | -34.95 | 458.39 | -52.01 | -79.94 | -72.54 | -13.44 |
| Sharpe Ratio | NA | 0.50 | -0.41 | -0.31 | NA | NA | NA | … | … | 1.33 | -0.71 | -0.97 | -0.55 | 4.70 | -0.49 | -0.56 | -1.21 | -1.05 |
| Standard Deviation(%) | NA | 96.23 | 86.05 | 89.85 | NA | NA | NA | … | … | 109.08 | 100.83 | 67.55 | 71.28 | 98.01 | 105.29 | 141.74 | 79.23 | 66.90 |
| Draw Down(%) | NA | 46.13 | 87.64 | 91.22 | NA | NA | NA | … | … | 35.83 | 78.27 | 62.41 | 54.13 | 65.03 | 83.21 | 91.30 | 85.90 | 42.59 |
| 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 |
Data as of 06/04/2026, Common starting date is 08/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLXE (KLX Energy Services Holdings, Inc.) |
-70.21%
Dec 2018 – Dec 2021 |
-45.68%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLXE (KLX Energy Services Holdings, Inc.) |
49.31%
Mar 2020 – Mar 2023 |
0.00%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart