Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEGYY (SPT Energy Group Inc ADR) | NA | -54.90% | -31.00% | -24.38% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEGYY (SPT Energy Group Inc ADR) | 09/21/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -54.90 | -31.00 | -24.38 | NA | NA | NA | … | … | -54.90 | -19.05 | -10.00 | 11.11 | -4.55 | -66.50 | -20.56 | 74.65 | 7.58 |
| Sharpe Ratio | NA | -0.70 | -0.60 | -0.51 | NA | NA | NA | … | … | -0.71 | -0.47 | -2.29 | 1.01 | -0.09 | -0.88 | -1.06 | 1.31 | 2.13 |
| Standard Deviation(%) | NA | 83.28 | 57.66 | 51.80 | NA | NA | NA | … | … | 97.08 | 55.26 | 6.27 | 9.66 | 50.82 | 75.79 | 20.71 | 55.87 | 13.96 |
| Draw Down(%) | NA | 54.90 | 67.14 | 75.27 | NA | NA | NA | … | … | 54.90 | 38.10 | 10.57 | 1.63 | 29.21 | 71.55 | 20.56 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEGYY (SPT Energy Group Inc ADR) |
-36.67%
Dec 2018 – Dec 2021 |
-30.92%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEGYY (SPT Energy Group Inc ADR) |
-1.54%
Dec 2020 – Dec 2023 |
-13.19%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart