Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBOEY (Schoeller Bleckmann Oilfield Equipment AG ADR) | NA | -12.93% | -8.63% | 4.35% | -3.63% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBOEY (Schoeller Bleckmann Oilfield Equipment AG ADR) | 07/21/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.28 | -12.93 | -8.63 | 4.35 | -3.63 | NA | NA | … | … | 7.67 | -41.29 | -2.83 | 36.78 | 0.95 | -23.79 | -4.48 | -28.70 | 47.65 | -0.81 | 6.18 |
| Sharpe Ratio | NA | -0.30 | -0.14 | 0.03 | -0.08 | NA | NA | … | … | 0.16 | -0.54 | -0.06 | 0.34 | 0.02 | -0.31 | -0.17 | -0.74 | 2.08 | -0.05 | 1.32 |
| Standard Deviation(%) | NA | 52.98 | 88.22 | 83.59 | 66.12 | NA | NA | … | … | 47.82 | 83.61 | 109.48 | 103.89 | 50.45 | 77.63 | 35.50 | 41.07 | 22.75 | 19.05 | 10.69 |
| Draw Down(%) | NA | 21.83 | 59.11 | 59.11 | 81.33 | NA | NA | … | … | 15.50 | 43.24 | 40.96 | 32.84 | 20.85 | 58.72 | 39.15 | 52.66 | 0.00 | 13.26 | 1.12 |
| Yield(%) | 0.00 | 5.28 | 4.54 | 4.89 | 1.91 | 1.26 | 0.94 | … | … | 6.06 | 4.56 | 3.77 | 1.89 | 0.00 | 2.23 | 1.81 | 0.69 | 0.00 | 0.95 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBOEY (Schoeller Bleckmann Oilfield Equipment AG ADR) |
-29.23%
May 2018 – May 2021 |
-14.29%
May 2018 – May 2023 |
-2.78%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBOEY (Schoeller Bleckmann Oilfield Equipment AG ADR) |
42.48%
Mar 2020 – Mar 2023 |
8.60%
May 2020 – May 2025 |
-2.78%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart