Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCSM (NCS Multistage Holdings, Inc.) | 41.83% | 85.71% | 50.29% | 12.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCSM (NCS Multistage Holdings, Inc.) | 04/28/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 29.77 | 85.71 | 50.29 | 12.93 | NA | NA | NA | … | … | 41.83 | 55.66 | 38.49 | -28.60 | -13.76 | 28.79 | 971.90 | -58.74 | -65.47 | -26.34 |
| Sharpe Ratio | NA | 0.52 | 0.46 | 0.08 | NA | NA | NA | … | … | 0.19 | 0.79 | 0.72 | -0.62 | -0.23 | 0.42 | 2.96 | -1.00 | -1.29 | -1.04 |
| Standard Deviation(%) | NA | 73.24 | 63.19 | 61.66 | NA | NA | NA | … | … | 87.66 | 68.44 | 45.03 | 53.13 | 66.45 | 68.60 | 325.31 | 81.68 | 67.47 | 55.64 |
| Draw Down(%) | NA | 53.25 | 53.25 | 78.56 | NA | NA | NA | … | … | 53.25 | 33.80 | 18.82 | 53.00 | 61.84 | 42.47 | 81.67 | 71.63 | 74.28 | 47.19 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCSM (NCS Multistage Holdings, Inc.) |
-72.94%
May 2017 – May 2020 |
-2.01%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCSM (NCS Multistage Holdings, Inc.) |
233.32%
Mar 2020 – Mar 2023 |
144.03%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart