Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHXHF (PHX Energy Services Corp) | 52.30% | 52.91% | 33.81% | 29.17% | 18.99% | 1.73% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHXHF (PHX Energy Services Corp) | 06/26/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | 52.91 | 33.81 | 29.17 | 18.99 | 1.73 | NA | … | … | 52.30 | -7.00 | 10.48 | 24.49 | 77.12 | 77.23 | 1.04 | 18.67 | -9.78 | -39.87 | 76.88 | -71.90 | -41.06 | 38.38 | -6.14 | -15.70 | 69.07 | 29.00 | -57.92 |
| Sharpe Ratio | NA | 1.36 | 0.84 | 0.66 | 0.29 | NA | NA | … | … | 3.50 | -0.31 | 0.20 | 0.57 | 1.32 | 1.68 | 0.01 | 0.41 | -0.24 | -0.68 | 0.98 | -0.89 | -0.99 | 1.81 | -0.17 | -0.41 | 1.79 | 0.38 | -1.02 |
| Standard Deviation(%) | NA | 35.60 | 35.48 | 42.63 | 59.01 | NA | NA | … | … | 46.86 | 31.74 | 33.93 | 36.81 | 57.78 | 46.02 | 123.92 | 41.46 | 45.76 | 59.54 | 78.33 | 81.01 | 41.44 | 21.20 | 37.39 | 38.42 | 38.52 | 75.89 | 80.33 |
| Draw Down(%) | NA | 20.95 | 29.50 | 42.95 | 88.51 | NA | NA | … | … | 20.36 | 21.74 | 18.05 | 29.39 | 42.95 | 26.59 | 82.87 | 32.69 | 32.79 | 58.39 | 43.93 | 79.22 | 61.21 | 10.94 | 33.52 | 46.48 | 24.82 | 52.96 | 62.26 |
| Yield(%) | 0.00 | 12.37 | 13.59 | 13.87 | 10.95 | 2.65 | 1.99 | … | … | 5.18 | 8.86 | 9.60 | 8.65 | 9.17 | 4.01 | 1.02 | 0.00 | 0.00 | 0.00 | 0.00 | 3.55 | 6.32 | 7.90 | 5.98 | 3.74 | 6.06 | 11.27 | 3.25 |
Data as of 06/05/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHXHF (PHX Energy Services Corp) |
-53.38%
Aug 2014 – Aug 2017 |
-41.46%
Apr 2015 – Apr 2020 |
-25.10%
Apr 2010 – Apr 2020 |
-2.26%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHXHF (PHX Energy Services Corp) |
143.42%
Apr 2020 – Apr 2023 |
80.37%
Apr 2020 – Apr 2025 |
29.27%
Feb 2016 – Feb 2026 |
7.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart