Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NZEOF (New Zealand Oil and Gas Ltd) | NA | 4.99% | -6.98% | -6.05% | 6.12% | NA | NA | … | … |
Data as of 09/13/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NZEOF (New Zealand Oil and Gas Ltd) | 06/19/2012 | 09/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.99 | -6.98 | -6.05 | 6.12 | NA | NA | … | … | 14.99 | -4.55 | -26.67 | -39.07 | 26.24 | 5.41 | -24.49 | 357.10 | 90.51 | -44.90 | -22.93 | 5.26 | 18.03 |
| Sharpe Ratio | NA | 0.02 | -0.32 | -0.20 | 0.09 | NA | NA | … | … | 0.66 | -0.26 | -0.80 | -0.76 | 0.58 | 0.12 | -0.90 | 2.70 | 2.27 | -0.98 | -0.70 | 0.20 | 1.32 |
| Standard Deviation(%) | NA | 29.30 | 31.14 | 40.54 | 56.00 | NA | NA | … | … | 26.23 | 34.36 | 35.17 | 51.15 | 44.42 | 32.20 | 28.54 | 133.17 | 39.75 | 45.65 | 32.74 | 26.77 | 27.87 |
| Draw Down(%) | NA | 24.00 | 42.42 | 61.41 | 64.15 | NA | NA | … | … | 9.52 | 17.39 | 33.33 | 43.13 | 34.93 | 16.22 | 33.09 | 16.34 | 11.76 | 52.73 | 35.44 | 21.57 | 8.00 |
| Yield(%) | 0.00 | 14.17 | 3.62 | 1.98 | 6.39 | 5.78 | 4.34 | … | … | 15.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 77.51 | 20.57 | 0.00 | 8.63 | 8.33 | 0.00 |
Data as of 09/13/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZEOF (New Zealand Oil and Gas Ltd) |
-27.20%
Feb 2021 – Feb 2024 |
-15.91%
Jan 2018 – Jan 2023 |
3.90%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZEOF (New Zealand Oil and Gas Ltd) |
89.72%
Oct 2015 – Oct 2018 |
56.09%
Jan 2016 – Jan 2021 |
11.42%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart