Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OILRF (Oil Refineries Ltd) | 38.31% | 65.98% | 29.30% | 20.58% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OILRF (Oil Refineries Ltd) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -28.57 | 65.98 | 29.30 | 20.58 | NA | NA | NA | … | … | 38.31 | 18.11 | 0.25 | 35.64 | 33.09 | -0.40 |
| Sharpe Ratio | NA | 0.38 | 0.15 | 0.14 | NA | NA | NA | … | … | 0.58 | 0.11 | -0.02 | 0.18 | 0.18 | 0.00 |
| Standard Deviation(%) | NA | 165.50 | 162.69 | 172.08 | NA | NA | NA | … | … | 203.84 | 143.14 | 141.09 | 183.23 | 177.33 | 286.74 |
| Draw Down(%) | NA | 43.48 | 48.84 | 50.00 | NA | NA | NA | … | … | 43.48 | 37.47 | 47.37 | 42.22 | 35.06 | 71.34 |
| Yield(%) | 0.00 | 3.36 | 11.48 | 12.88 | 7.44 | 4.96 | 3.72 | … | … | 2.80 | 5.52 | 14.81 | 26.07 | 15.28 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OILRF (Oil Refineries Ltd) |
-3.82%
Apr 2022 – Apr 2025 |
22.39%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OILRF (Oil Refineries Ltd) |
36.84%
Apr 2023 – Apr 2026 |
31.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart