Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OILRF (Oil Refineries Ltd) | 2.36% | 25.63% | 14.07% | NA | NA | NA | NA | 16.55% |
Data as of 07/11/2025, AR inception is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OILRF (Oil Refineries Ltd) | 01/11/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.70 | 25.63 | 14.07 | NA | NA | NA | NA | 16.55 | 2.36 | 0.25 | 35.64 | 33.09 | -0.40 |
| Sharpe Ratio | NA | 0.15 | 0.06 | NA | NA | NA | NA | 0.06 | 0.01 | -0.02 | 0.18 | 0.18 | 0.00 |
| Standard Deviation(%) | NA | 147.50 | 165.47 | NA | NA | NA | NA | 199.07 | 160.44 | 141.09 | 183.23 | 177.33 | 286.74 |
| Draw Down(%) | NA | 37.47 | 48.84 | NA | NA | NA | NA | 71.34 | 37.47 | 47.37 | 42.22 | 35.06 | 71.34 |
| Yield(%) | 0.00 | 7.27 | 17.64 | 14.21 | 7.10 | 4.74 | 3.55 | 17.76 | 5.52 | 14.81 | 26.07 | 15.28 | 0.00 |
Data as of 07/11/2025, AR inception 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 |
0.00%
NA |
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) |
33.40%
Mar 2021 - Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart