Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPC (Marathon Petroleum Corporation) | 65.66% | 73.48% | 37.73% | 36.40% | 26.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPC (Marathon Petroleum Corporation) | 06/23/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.25 | 73.48 | 37.73 | 36.40 | 26.23 | NA | NA | … | … | 65.66 | 19.17 | -4.06 | 30.46 | 86.62 | 60.98 | -27.34 | 6.05 | -8.19 | 34.75 | 0.68 | 17.34 | 0.43 | 48.57 | 94.21 | -13.62 |
| Sharpe Ratio | NA | 1.79 | 0.98 | 0.99 | 0.59 | NA | NA | … | … | 4.94 | 0.47 | -0.26 | 0.89 | 2.36 | 1.90 | -0.32 | 0.14 | -0.30 | 1.62 | 0.01 | 0.51 | 0.01 | 1.47 | 3.16 | -0.41 |
| Standard Deviation(%) | NA | 31.32 | 31.80 | 33.09 | 40.58 | NA | NA | … | … | 37.74 | 34.74 | 29.78 | 30.41 | 36.23 | 32.01 | 84.72 | 32.19 | 31.62 | 21.10 | 43.50 | 34.18 | 27.93 | 32.96 | 30.13 | 59.70 |
| Draw Down(%) | NA | 18.33 | 44.75 | 44.75 | 79.66 | NA | NA | … | … | 15.17 | 25.10 | 38.99 | 22.54 | 30.22 | 20.63 | 72.87 | 32.33 | 36.66 | 11.86 | 40.72 | 25.12 | 21.25 | 31.13 | 23.65 | 39.52 |
| Yield(%) | 0.00 | 2.49 | 3.28 | 4.98 | 7.23 | 10.19 | 7.64 | … | … | 1.21 | 2.64 | 2.22 | 2.77 | 3.79 | 5.69 | 3.75 | 3.55 | 2.74 | 2.87 | 2.65 | 2.49 | 2.06 | 2.41 | 3.59 | 1.15 |
Data as of 06/04/2026, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPC (Marathon Petroleum Corporation) |
-19.89%
Mar 2017 – Mar 2020 |
-11.64%
Mar 2015 – Mar 2020 |
13.09%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPC (Marathon Petroleum Corporation) |
85.86%
Mar 2020 – Mar 2023 |
50.02%
Oct 2020 – Oct 2025 |
25.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart