Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBRT (Liberty Energy Inc.) | 68.80% | 152.69% | 36.35% | 13.63% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBRT (Liberty Energy Inc.) | 01/12/2018 | 06/03/2026 |
| 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 (%) | 3.26 | 152.69 | 36.35 | 13.63 | NA | NA | NA | … | … | 68.80 | -4.91 | 11.23 | 14.83 | 65.57 | -5.92 | -6.44 | -12.60 | -40.10 |
| Sharpe Ratio | NA | 2.43 | 0.61 | 0.24 | NA | NA | NA | … | … | 3.96 | -0.12 | 0.19 | 0.27 | 1.05 | -0.09 | -0.06 | -0.27 | -0.86 |
| Standard Deviation(%) | NA | 59.97 | 51.73 | 54.90 | NA | NA | NA | … | … | 52.65 | 66.59 | 40.63 | 42.05 | 61.22 | 65.34 | 111.40 | 51.22 | 49.47 |
| Draw Down(%) | NA | 26.19 | 58.84 | 58.84 | NA | NA | NA | … | … | 17.11 | 56.53 | 31.99 | 30.75 | 40.13 | 49.97 | 79.94 | 53.69 | 44.45 |
| Yield(%) | 0.00 | 2.70 | 2.28 | 1.13 | 0.61 | 0.41 | 0.31 | … | … | 0.48 | 1.59 | 1.60 | 1.51 | 0.47 | 0.00 | 0.47 | 1.49 | 0.46 |
Data as of 06/03/2026, Common starting date is 01/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBRT (Liberty Energy Inc.) |
-18.71%
Jul 2018 – Jul 2021 |
-10.51%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBRT (Liberty Energy Inc.) |
68.59%
Mar 2020 – Mar 2023 |
43.57%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart