Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POFCY (Petrofac Ltd ADR) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 12/02/2025, Common starting date is 04/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POFCY (Petrofac Ltd ADR) | 04/04/2011 | 12/02/2025 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | -73.91 | -45.24 | -43.24 | -26.00 | -51.03 | -10.93 | -5.92 | -31.21 | -4.49 | 13.77 | -44.85 | -22.21 | 21.31 | -10.47 |
| Sharpe Ratio | NA | -0.35 | -0.34 | -0.35 | -0.34 | NA | NA | … | … | -0.35 | -0.28 | -0.46 | -0.53 | -0.31 | -0.53 | -0.23 | -0.18 | -0.59 | -0.10 | 0.30 | -1.00 | -0.64 | 0.65 | -0.20 |
| Standard Deviation(%) | NA | 247.53 | 226.46 | 183.54 | 136.55 | NA | NA | … | … | 255.33 | 287.52 | 108.10 | 85.03 | 85.04 | 95.95 | 53.75 | 40.31 | 54.19 | 44.98 | 46.39 | 44.92 | 34.57 | 33.09 | 67.33 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 92.19 | 80.00 | 56.25 | 45.30 | 69.41 | 32.58 | 36.59 | 61.35 | 33.69 | 26.46 | 57.70 | 33.47 | 26.17 | 38.63 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.09 | 1.46 | 1.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.37 | 10.57 | 5.39 | 5.19 | 5.62 | 6.27 | 3.30 | 2.38 | 2.58 | 1.84 |
Data as of 12/02/2025, Common starting date is 04/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POFCY (Petrofac Ltd ADR) |
-72.86%
Nov 2022 – Nov 2025 |
-60.58%
Nov 2020 – Nov 2025 |
-44.95%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POFCY (Petrofac Ltd ADR) |
-1.79%
Sep 2011 – Sep 2014 |
-6.28%
Sep 2011 – Sep 2016 |
-15.60%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart