Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSX (Phillips 66) | 44.92% | 69.32% | 28.58% | 19.44% | 12.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSX (Phillips 66) | 04/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.20 | 69.32 | 28.58 | 19.44 | 12.76 | NA | NA | … | … | 44.92 | 17.51 | -11.63 | 33.07 | 49.58 | 8.51 | -33.83 | 33.96 | -12.30 | 20.96 | 8.98 | 17.12 | -4.77 | 48.33 | 57.93 |
| Sharpe Ratio | NA | 1.89 | 0.78 | 0.53 | 0.30 | NA | NA | … | … | 3.47 | 0.41 | -0.59 | 1.04 | 1.23 | 0.24 | -0.49 | 1.54 | -0.52 | 1.37 | 0.37 | 0.60 | -0.19 | 1.69 | 2.66 |
| Standard Deviation(%) | NA | 29.58 | 30.44 | 33.36 | 35.30 | NA | NA | … | … | 34.28 | 35.90 | 25.64 | 28.54 | 39.39 | 35.40 | 69.52 | 21.12 | 26.39 | 14.86 | 24.01 | 28.68 | 25.42 | 28.54 | 33.66 |
| Draw Down(%) | NA | 17.28 | 44.37 | 44.37 | 64.20 | NA | NA | … | … | 17.28 | 28.77 | 34.49 | 16.82 | 32.00 | 29.68 | 62.10 | 17.45 | 35.39 | 12.98 | 16.98 | 18.26 | 25.11 | 20.10 | 20.68 |
| Yield(%) | 0.00 | 4.39 | 4.82 | 4.73 | 4.66 | 8.76 | 6.57 | … | … | 1.95 | 4.15 | 3.35 | 4.16 | 5.06 | 5.18 | 3.21 | 3.97 | 3.05 | 3.15 | 3.06 | 3.02 | 2.47 | 2.40 | 1.32 |
Data as of 06/04/2026, Common starting date is 04/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSX (Phillips 66) |
-17.02%
Oct 2017 – Oct 2020 |
-9.05%
Oct 2015 – Oct 2020 |
6.61%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSX (Phillips 66) |
41.36%
May 2012 – May 2015 |
29.00%
Oct 2020 – Oct 2025 |
16.67%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart