Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOV (NOV Inc.) | 38.52% | 79.57% | 14.21% | 5.86% | -3.64% | -6.33% | -0.87% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOV (NOV Inc.) | 12/31/1999 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.35 | 79.57 | 14.21 | 5.86 | -3.64 | -6.33 | -0.87 | … | … | 38.52 | 11.23 | -26.81 | -1.83 | 55.72 | -0.89 | -44.93 | -2.11 | -28.28 | -3.24 | 13.98 | -46.68 | -15.73 | 17.77 | 1.20 | 1.74 | 54.01 | 84.98 | -66.71 | 140.00 | -2.36 | 77.55 | 57.83 | 2.38 | 5.97 | -46.73 | 146.61 | 0.00 |
| Sharpe Ratio | NA | 1.75 | 0.24 | 0.09 | -0.11 | NA | NA | … | … | 2.21 | 0.19 | -0.94 | -0.15 | 1.05 | -0.02 | -0.51 | -0.09 | -0.91 | -0.14 | 0.30 | -1.39 | -0.63 | 0.87 | 0.04 | 0.04 | 1.48 | 1.45 | -0.68 | 3.14 | -0.15 | 2.15 | 1.62 | 0.05 | 0.10 | -0.86 | 2.27 | NA |
| Standard Deviation(%) | NA | 37.75 | 38.09 | 42.37 | 47.42 | NA | NA | … | … | 36.89 | 45.63 | 32.24 | 38.06 | 51.83 | 49.07 | 88.39 | 41.78 | 32.61 | 27.00 | 45.35 | 33.57 | 24.89 | 20.49 | 29.70 | 45.98 | 36.42 | 58.72 | 99.21 | 43.83 | 38.70 | 35.09 | 35.17 | 33.75 | 48.68 | 57.76 | 62.61 | 0.00 |
| Draw Down(%) | NA | 16.10 | 47.15 | 53.70 | 83.33 | NA | NA | … | … | 11.40 | 32.02 | 31.93 | 43.11 | 35.49 | 34.65 | 68.41 | 39.97 | 49.62 | 28.07 | 23.89 | 47.03 | 27.87 | 13.33 | 30.96 | 39.60 | 30.17 | 26.48 | 80.48 | 20.42 | 31.92 | 20.79 | 16.80 | 27.93 | 45.45 | 68.12 | 27.33 | 0.00 |
| Yield(%) | 0.44 | 3.31 | 2.40 | 1.60 | 0.61 | 0.79 | 1.53 | … | … | 1.10 | 3.47 | 1.36 | 1.01 | 1.39 | 0.36 | 0.20 | 0.39 | 0.54 | 0.53 | 1.79 | 2.81 | 2.27 | 1.30 | 0.69 | 0.69 | 0.90 | 4.18 | 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 12/31/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOV (NOV Inc.) |
-37.04%
Oct 2017 – Oct 2020 |
-26.71%
Mar 2015 – Mar 2020 |
-15.85%
Oct 2010 – Oct 2020 |
-10.10%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOV (NOV Inc.) |
63.80%
Sep 2004 – Sep 2007 |
53.57%
Jul 2003 – Jul 2008 |
24.73%
Sep 2003 – Sep 2013 |
13.06%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart