Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBF (PBF Energy Inc.) | NA | 125.28% | 8.76% | 21.73% | 7.16% | 5.89% | 4.38% | … | … |
Data as of 06/03/2026, Common starting date is 01/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBF (PBF Energy Inc.) | 01/29/2004 | 06/03/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 125.28 | 8.76 | 21.73 | 7.16 | 5.89 | 4.38 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 5.63 | 2.86 | 4.19 | 3.07 | 3.16 | 2.37 | … | … |
Data as of 06/03/2026, Common starting date is 01/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBF (PBF Energy Inc.) |
-43.83%
Oct 2017 – Oct 2020 |
-30.71%
Oct 2015 – Oct 2020 |
-3.35%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBF (PBF Energy Inc.) |
118.06%
Oct 2020 – Oct 2023 |
51.52%
Oct 2020 – Oct 2025 |
11.90%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart