Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXD (Pioneer Natural Resources Co) | NA | 35.09% | 28.20% | 17.68% | 5.91% | 18.71% | 12.60% | … | … |
Data as of 05/02/2024, Common starting date is 08/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXD (Pioneer Natural Resources Co) | 08/08/1997 | 05/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 35.09 | 28.20 | 17.68 | 5.91 | 18.71 | 12.60 | … | … | 21.21 | 5.03 | 39.10 | 66.33 | -22.83 | 16.07 | -23.77 | -3.96 | 43.69 | -15.72 | -19.10 | 72.78 | 19.21 | 3.16 | 80.48 | 198.70 | -66.68 | 23.83 | -22.11 | 46.75 | 10.60 | 26.46 | 31.10 | -2.17 | 120.28 | 2.14 | -69.67 | -21.53 |
| Sharpe Ratio | NA | 1.41 | 0.81 | 0.33 | 0.12 | NA | NA | … | … | 4.13 | 0.03 | 0.93 | 1.77 | -0.28 | 0.41 | -0.77 | -0.16 | 1.21 | -0.40 | -0.54 | 2.15 | 0.52 | 0.07 | 2.23 | 3.05 | -0.82 | 0.75 | -0.78 | 1.36 | 0.35 | 0.94 | 0.80 | -0.09 | 2.14 | -0.02 | -1.64 | -1.35 |
| Standard Deviation(%) | NA | 22.16 | 33.50 | 48.19 | 42.08 | NA | NA | … | … | 17.72 | 28.51 | 40.85 | 37.37 | 82.40 | 35.72 | 32.57 | 29.32 | 35.95 | 39.33 | 35.72 | 33.76 | 37.38 | 44.94 | 36.05 | 65.08 | 81.81 | 27.98 | 32.51 | 32.87 | 27.85 | 27.35 | 37.29 | 52.54 | 54.37 | 58.28 | 44.62 | 36.31 |
| Draw Down(%) | NA | 14.05 | 30.55 | 64.09 | 75.34 | NA | NA | … | … | 6.83 | 22.63 | 27.99 | 19.67 | 64.09 | 32.90 | 43.19 | 35.66 | 14.55 | 40.50 | 43.95 | 21.57 | 32.20 | 40.90 | 22.08 | 39.74 | 81.85 | 25.86 | 31.92 | 18.13 | 15.49 | 18.91 | 21.11 | 44.52 | 29.94 | 45.33 | 72.49 | 40.78 |
| Yield(%) | 0.00 | 5.22 | 10.13 | 6.76 | 2.69 | 13.27 | 8.11 | … | … | 1.11 | 6.34 | 13.61 | 6.02 | 1.44 | 0.89 | 0.19 | 0.04 | 0.06 | 0.05 | 0.05 | 0.07 | 0.09 | 0.09 | 0.16 | 0.44 | 0.61 | 0.70 | 0.47 | 0.64 | 0.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 0.14 |
Data as of 05/02/2024, Common starting date is 08/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXD (Pioneer Natural Resources Co) |
-34.52%
Jan 2006 – Jan 2009 |
-15.23%
Mar 2015 – Mar 2020 |
0.97%
Sep 1997 – Sep 2007 |
3.43%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXD (Pioneer Natural Resources Co) |
96.24%
Feb 2009 – Feb 2012 |
69.24%
Feb 2009 – Feb 2014 |
25.67%
Jan 2009 – Jan 2019 |
27.92%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart