Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| PTEN (Patterson-UTI Energy, Inc.) | 7.25% | -28.21% | -47.55% | -26.20% | 12.74% | -10.26% | -3.87% | -5.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTEN (Patterson-UTI Energy, Inc.) | 11/02/1993 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 11/02/1993.
AR inception is since 11/02/1993.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.17 | -47.55 | -26.20 | 12.74 | -10.26 | -3.87 | -5.42 | 7.25 | -28.21 | -20.99 | -34.18 | 101.74 | 62.28 | -48.81 | 3.08 | -54.63 | -14.20 | 80.01 | -6.89 | -33.42 | 37.15 | -5.62 | -6.51 | 42.07 | 35.50 | -39.15 | -14.30 | -28.72 | 70.37 | 18.55 | 9.15 | 29.43 | -37.42 | 186.54 | 220.00 | -79.00 | 200.49 | 82.30 | 105.45 | 0.00 | -6.78 |
| Sharpe Ratio | NA | -0.85 | -0.54 | 0.20 | -0.19 | NA | NA | 0.09 | -0.75 | -0.67 | -0.80 | 1.51 | 0.95 | -0.40 | 0.03 | -1.19 | -0.40 | 1.59 | -0.13 | -0.78 | 1.19 | -0.15 | -0.13 | 1.10 | 0.56 | -0.47 | -0.60 | -0.75 | 1.84 | 0.54 | 0.25 | 0.56 | -0.61 | 2.48 | 2.43 | -0.96 | 3.06 | 1.65 | 2.04 | -0.04 | -0.65 |
| Standard Deviation(%) | NA | 58.38 | 55.68 | 64.02 | 63.92 | NA | NA | 58.93 | 77.82 | 41.18 | 48.59 | 66.64 | 65.85 | 120.80 | 55.03 | 47.05 | 37.57 | 50.16 | 54.70 | 43.04 | 31.08 | 38.08 | 51.86 | 38.28 | 63.35 | 85.05 | 29.15 | 43.05 | 37.15 | 32.85 | 33.46 | 50.65 | 66.23 | 73.58 | 89.33 | 85.59 | 64.05 | 47.28 | 49.72 | 68.01 | 57.45 |
| Draw Down(%) | NA | 51.71 | 70.50 | 70.50 | 94.02 | NA | NA | 95.13 | 42.22 | 40.51 | 43.89 | 44.92 | 39.84 | 84.34 | 51.44 | 60.51 | 48.13 | 24.31 | 41.49 | 61.65 | 24.52 | 39.93 | 52.97 | 31.96 | 40.67 | 75.51 | 32.17 | 43.81 | 19.17 | 23.81 | 30.14 | 38.69 | 71.09 | 37.52 | 40.54 | 80.94 | 53.52 | 20.66 | 25.00 | 17.24 | 11.86 |
| Yield(%) | 0.00 | 2.07 | 1.69 | 5.47 | 0.91 | 1.56 | 0.98 | 17.15 | 0.00 | 2.95 | 2.04 | 2.21 | 1.48 | 0.95 | 1.51 | 0.60 | 0.29 | 1.05 | 2.40 | 1.60 | 1.05 | 0.93 | 0.92 | 1.24 | 1.59 | 2.89 | 2.00 | 0.82 | 0.87 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEN (Patterson-UTI Energy, Inc.) |
-53.54%
Mar 2017 - Mar 2020 |
-33.17%
Mar 2015 - Mar 2020 |
-17.30%
Oct 2010 - Oct 2020 |
-14.65%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTEN (Patterson-UTI Energy, Inc.) |
143.56%
Sep 1994 - Sep 1997 |
77.29%
Mar 1995 - Mar 2000 |
39.42%
Mar 1995 - Mar 2005 |
23.44%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart