Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIS (Oil States International, Inc.) | 19.94% | 81.25% | 4.87% | 2.07% | -13.54% | nan% | nan% | … | … |
Data as of 06/05/2026, Common starting date is 02/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIS (Oil States International, Inc.) | 02/09/2001 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.47 | 81.25 | 4.87 | 2.07 | -13.54 | nan | nan | … | … | 19.94 | 33.99 | -29.31 | -8.98 | 50.10 | -1.00 | -69.22 | 14.22 | -49.54 | -27.44 | 43.12 | -44.27 | -15.85 | 42.18 | -6.33 | 19.18 | 63.07 | 110.21 | -45.20 | 5.87 | 1.71 | 64.25 | 38.44 | 8.01 | 41.73 | -0.57 |
| Sharpe Ratio | NA | 1.55 | 0.07 | 0.05 | -0.22 | NA | NA | … | … | 1.11 | 0.52 | -0.72 | -0.27 | 0.67 | -0.01 | -0.57 | 0.23 | -1.16 | -0.75 | 0.95 | -1.01 | -0.61 | 1.49 | -0.20 | 0.38 | 1.66 | 1.79 | -0.54 | 0.08 | -0.04 | 1.63 | 1.07 | 0.22 | 1.01 | -0.04 |
| Standard Deviation(%) | NA | 56.16 | 55.74 | 60.17 | 65.38 | NA | NA | … | … | 64.61 | 61.54 | 50.37 | 49.37 | 72.80 | 68.28 | 122.14 | 56.01 | 44.02 | 37.48 | 44.95 | 43.98 | 26.12 | 28.37 | 32.33 | 50.46 | 37.83 | 61.50 | 85.52 | 37.99 | 42.61 | 38.06 | 35.12 | 32.96 | 40.31 | 68.77 |
| Draw Down(%) | NA | 2.90 | 17.90 | 12.65 | 47.39 | NA | NA | … | … | 0.00 | 43.38 | 41.68 | 38.79 | 58.36 | 49.73 | 90.07 | 39.61 | 64.13 | 49.03 | 25.44 | 51.74 | 35.11 | 13.59 | 28.91 | 45.10 | 28.28 | 47.97 | 76.51 | 39.49 | 40.87 | 17.41 | 19.35 | 23.13 | 24.41 | 60.68 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.67 | 20.48 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 141.72 | 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 06/05/2026, Common starting date is 02/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIS (Oil States International, Inc.) |
-60.58%
Mar 2017 – Mar 2020 |
-44.84%
Mar 2015 – Mar 2020 |
-23.43%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIS (Oil States International, Inc.) |
82.69%
Feb 2009 – Feb 2012 |
49.00%
Mar 2009 – Mar 2014 |
26.67%
Jan 2002 – Jan 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart