Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OKE (ONEOK, Inc.) | 24.15% | 16.56% | 20.91% | 16.80% | 13.72% | 13.00% | 13.46% | … | … |
Data as of 06/04/2026, Common starting date is 10/01/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OKE (ONEOK, Inc.) | 10/01/1980 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 16.56 | 20.91 | 16.80 | 13.72 | 13.00 | 13.46 | … | … | 24.15 | -22.94 | 50.10 | 13.21 | 18.90 | 64.74 | -43.44 | 47.76 | 6.27 | -2.12 | 149.62 | -47.42 | -5.33 | 45.45 | -1.37 | 56.28 | 24.46 | 53.06 | -34.96 | 3.83 | 61.92 | -6.30 | 28.71 | 15.00 | 7.62 | -25.86 | 91.54 | -30.45 | -10.53 | 34.58 | 31.15 | 27.08 | -4.64 | 2.72 | 8.89 | 14.41 | -7.45 | 68.88 | 12.68 | -50.00 | 5.10 | 10.39 | -5.33 | 14.56 | -3.62 | -26.82 | 6.34 |
| Sharpe Ratio | NA | 0.27 | 0.63 | 0.47 | 0.30 | NA | NA | … | … | 1.46 | -0.84 | 2.20 | 0.40 | 0.51 | 2.12 | -0.44 | 2.38 | 0.21 | -0.12 | 3.28 | -1.02 | -0.20 | 1.47 | -0.09 | 2.20 | 0.99 | 1.60 | -0.63 | 0.03 | 2.60 | -0.42 | 1.54 | 0.75 | 0.18 | -0.95 | 2.90 | -1.24 | -0.42 | 1.33 | 1.18 | 1.18 | -0.35 | 0.02 | 0.20 | 0.40 | -0.42 | 2.67 | 0.13 | -0.91 | 0.03 | 0.25 | -0.64 | 0.34 | -0.42 | -1.25 | 0.43 |
| Standard Deviation(%) | NA | 26.07 | 26.06 | 28.50 | 40.31 | NA | NA | … | … | 30.79 | 30.86 | 21.13 | 24.35 | 34.51 | 30.47 | 98.95 | 19.46 | 23.81 | 22.40 | 45.59 | 46.33 | 26.12 | 30.86 | 16.71 | 25.59 | 24.64 | 33.14 | 56.61 | 22.64 | 22.60 | 20.39 | 18.01 | 19.05 | 35.36 | 30.31 | 30.09 | 27.20 | 33.08 | 23.11 | 23.05 | 19.57 | 22.05 | 25.97 | 31.73 | 25.92 | 30.71 | 23.58 | 58.72 | 59.27 | 21.09 | 19.63 | 19.17 | 24.33 | 27.28 | 29.78 | 41.59 |
| Draw Down(%) | NA | 21.02 | 42.17 | 42.17 | 80.17 | NA | NA | … | … | 11.86 | 38.38 | 16.58 | 17.92 | 29.21 | 12.93 | 80.17 | 10.85 | 27.04 | 17.58 | 23.18 | 61.18 | 36.96 | 23.27 | 14.82 | 21.91 | 17.19 | 41.47 | 54.24 | 20.43 | 10.12 | 25.45 | 15.28 | 17.64 | 33.20 | 40.31 | 21.09 | 31.49 | 31.42 | 15.45 | 11.79 | 8.38 | 21.74 | 31.58 | 16.18 | 14.88 | 26.15 | 15.54 | 50.63 | 63.58 | 15.06 | 16.10 | 16.80 | 14.60 | 19.16 | 32.31 | 18.29 |
| Yield(%) | 0.00 | 5.22 | 6.89 | 7.30 | 7.99 | 4.08 | 6.11 | … | … | 2.88 | 4.05 | 5.58 | 5.97 | 6.27 | 10.03 | 4.95 | 6.49 | 5.94 | 4.63 | 9.70 | 4.87 | 3.47 | 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 | 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 | 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 10/01/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKE (ONEOK, Inc.) |
-31.22%
Mar 1985 – Mar 1988 |
-16.03%
Mar 1983 – Mar 1988 |
-3.35%
Jan 1981 – Jan 1991 |
0.46%
Jan 1981 – Jan 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKE (ONEOK, Inc.) |
54.99%
Mar 2020 – Mar 2023 |
45.15%
Mar 2020 – Mar 2025 |
25.01%
Mar 2009 – Mar 2019 |
19.91%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart