Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONI (World Oil Group) | NA | -72.27% | -41.64% | 45.85% | -14.39% | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 08/13/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONI (World Oil Group) | 08/13/2010 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.29 | -72.27 | -41.64 | 45.85 | -14.39 | NA | NA | … | … | -81.46 | 36.92 | 217.07 | -75.45 | 626.09 | 2,200.00 | -66.67 | -76.92 | -45.83 | 41.18 | -48.48 | -72.50 | -88.00 | 24.84 | -59.97 | 0.00 |
| Sharpe Ratio | NA | -0.46 | -0.27 | 0.23 | NA | NA | NA | … | … | -0.67 | 0.18 | 1.33 | -0.49 | 3.16 | 4.46 | NA | -0.26 | -0.20 | 0.14 | -0.18 | -0.24 | -0.28 | 0.08 | -0.17 | 0.00 |
| Standard Deviation(%) | NA | 165.31 | 163.33 | 188.90 | NA | NA | NA | … | … | 145.78 | 182.03 | 162.86 | 158.34 | 197.87 | 486.34 | NA | 304.22 | 237.83 | 296.98 | 263.05 | 307.54 | 313.88 | 325.20 | 351.22 | NA |
| Draw Down(%) | NA | 89.00 | 90.68 | 97.54 | 100.00 | NA | NA | … | … | 83.50 | 78.43 | 63.56 | 88.18 | 88.84 | 87.50 | 100.00 | 89.66 | 76.00 | 70.00 | 94.02 | 99.36 | 95.76 | 91.18 | 96.00 | 0.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, Common starting date is 08/13/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONI (World Oil Group) |
-81.99%
Jan 2013 – Jan 2016 |
-76.84%
Feb 2014 – Feb 2019 |
-43.20%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONI (World Oil Group) |
481.86%
Aug 2019 – Aug 2022 |
207.52%
Sep 2019 – Sep 2024 |
18.36%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart