Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LYB (LyondellBasell Industries N.V.) | -24.99% | -41.51% | -9.81% | 3.36% | -0.22% | 13.48% | NA | 12.00% |
Data as of 08/01/2025, AR inception is 04/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYB (LyondellBasell Industries N.V.) | 04/28/2010 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.54 | -41.51 | -9.81 | 3.36 | -0.22 | 13.48 | NA | 12.00 | -24.99 | -17.38 | 20.70 | -0.98 | 5.07 | 2.64 | 19.41 | -21.69 | 31.05 | 1.76 | 12.28 | 1.76 | 44.73 | 92.44 | 10.41 | 56.36 |
| Sharpe Ratio | NA | -1.21 | -0.45 | 0.04 | -0.06 | NA | NA | 0.30 | -0.93 | -1.12 | 0.77 | -0.07 | 0.17 | 0.03 | 0.62 | -0.90 | 1.52 | 0.05 | 0.39 | 0.06 | 1.78 | 2.64 | 0.20 | 2.75 |
| Standard Deviation(%) | NA | 36.82 | 29.17 | 31.67 | 35.47 | NA | NA | 35.63 | 45.38 | 18.68 | 22.42 | 34.42 | 30.29 | 71.66 | 28.81 | 25.77 | 20.07 | 30.24 | 31.76 | 29.85 | 25.08 | 35.44 | 52.30 | 33.65 |
| Draw Down(%) | NA | 44.22 | 46.56 | 46.56 | 68.17 | NA | NA | 68.17 | 31.15 | 28.00 | 15.65 | 34.85 | 25.83 | 62.51 | 24.21 | 32.86 | 18.12 | 20.88 | 26.53 | 37.89 | 15.15 | 18.81 | 46.74 | 34.78 |
| Yield(%) | 0.00 | 5.49 | 5.87 | 9.45 | 5.24 | 22.83 | 14.06 | 18.74 | 3.72 | 5.46 | 5.88 | 10.63 | 4.97 | 4.47 | 4.95 | 3.56 | 4.09 | 2.84 | 2.82 | 3.43 | 3.38 | 12.55 | 14.61 | 0.00 |
Data as of 08/01/2025, AR inception is 04/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYB (LyondellBasell Industries N.V.) |
-15.24%
Mar 2017 - Mar 2020 |
-7.88%
Apr 2015 - Apr 2020 |
-1.06%
May 2015 - May 2025 |
13.84%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYB (LyondellBasell Industries N.V.) |
81.06%
Sep 2011 - Sep 2014 |
54.35%
Jun 2010 - Jun 2015 |
20.92%
Jun 2010 - Jun 2020 |
14.94%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart