Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POELF (The Navigator Company S.A) | NA | 14.65% | 23.22% | 21.46% | 17.43% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POELF (The Navigator Company S.A) | 07/02/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.65 | 23.22 | 21.46 | 17.43 | NA | NA | … | … | 14.65 | 4.93 | 43.81 | -2.15 | 47.02 | -26.51 | 86.29 | 2.06 | 18.42 | 11.89 | 18.71 | 9.73 | 11.60 | 0.00 |
| Sharpe Ratio | NA | 0.54 | 1.00 | 0.94 | 0.56 | NA | NA | … | … | 0.70 | 0.08 | 2.07 | -0.19 | 1.91 | -0.46 | 1.76 | 0.33 | 1.40 | 1.39 | 1.66 | 1.05 | 1.48 | 0.00 |
| Standard Deviation(%) | NA | 21.33 | 19.76 | 20.47 | 28.43 | NA | NA | … | … | 24.88 | 16.63 | 19.55 | 18.60 | 24.61 | 58.22 | 48.27 | 2.04 | 12.73 | 8.38 | 11.28 | 9.29 | 7.82 | NA |
| Draw Down(%) | NA | 12.31 | 17.13 | 17.13 | 42.98 | NA | NA | … | … | 12.31 | 12.75 | 2.33 | 14.05 | 0.00 | 42.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 11.01 | 15.09 | 14.78 | 13.53 | 10.96 | 8.22 | … | … | 11.01 | 11.34 | 9.47 | 10.78 | 8.84 | 7.38 | 12.50 | 2.02 | 16.13 | 10.89 | 16.53 | 8.87 | 11.29 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POELF (The Navigator Company S.A) |
0.07%
Nov 2019 – Nov 2022 |
9.79%
Dec 2019 – Dec 2024 |
13.61%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POELF (The Navigator Company S.A) |
32.62%
Jan 2017 – Jan 2020 |
25.38%
Jan 2015 – Jan 2020 |
18.52%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart