Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SM (SM Energy Company) | 83.16% | 45.70% | 10.41% | 9.34% | 1.23% | -3.61% | 0.17% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SM (SM Energy Company) | 12/16/1992 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.99 | 45.70 | 10.41 | 9.34 | 1.23 | -3.61 | 0.17 | … | … | 83.16 | -49.72 | 1.84 | 13.14 | 18.61 | 382.32 | -44.91 | -26.70 | -29.61 | -35.64 | 75.92 | -48.92 | -53.51 | 59.41 | -28.46 | 24.20 | 72.53 | 69.31 | -47.22 | 5.07 | 0.33 | 77.02 | 46.85 | 14.43 | 18.46 | -36.08 | 170.81 | 33.78 | -47.14 | 40.70 | 77.68 | 5.66 | 8.16 | 6.52 | 4.55 |
| Sharpe Ratio | NA | 0.62 | 0.06 | 0.16 | 0.00 | NA | NA | … | … | 4.49 | -0.92 | -0.05 | 0.22 | 0.27 | 4.30 | -0.25 | -0.38 | -0.58 | -0.64 | 0.78 | -0.71 | -1.04 | 2.09 | -0.63 | 0.49 | 1.79 | 1.09 | -0.59 | 0.07 | -0.09 | 2.13 | 1.80 | 0.54 | 0.48 | -0.66 | 2.93 | 0.57 | -0.86 | 0.85 | 1.57 | 0.05 | 0.13 | 0.08 | 9.86 |
| Standard Deviation(%) | NA | 49.77 | 47.39 | 54.40 | 81.26 | NA | NA | … | … | 53.65 | 57.15 | 37.55 | 43.79 | 63.75 | 88.83 | 177.61 | 73.87 | 54.00 | 56.89 | 97.27 | 69.36 | 51.67 | 28.39 | 45.38 | 48.95 | 40.50 | 63.77 | 81.66 | 26.92 | 35.10 | 35.06 | 25.46 | 25.32 | 36.41 | 59.33 | 56.90 | 53.74 | 58.95 | 43.16 | 46.70 | 33.52 | 37.82 | 53.96 | 20.71 |
| Draw Down(%) | NA | 38.16 | 64.87 | 65.01 | 97.45 | NA | NA | … | … | 20.63 | 58.82 | 29.80 | 26.97 | 44.15 | 42.74 | 91.69 | 65.84 | 59.62 | 64.47 | 61.92 | 69.08 | 66.27 | 13.35 | 49.81 | 31.07 | 27.21 | 51.16 | 76.26 | 20.24 | 24.07 | 18.80 | 13.00 | 17.48 | 20.48 | 57.19 | 30.28 | 31.72 | 59.84 | 28.93 | 20.28 | 20.00 | 23.48 | 35.71 | 1.11 |
| Yield(%) | 0.00 | 3.39 | 2.77 | 2.30 | 0.92 | 0.36 | 0.54 | … | … | 1.15 | 2.49 | 1.90 | 1.88 | 0.51 | 0.31 | 0.18 | 0.65 | 0.43 | 0.29 | 0.50 | 0.26 | 0.12 | 0.18 | 0.13 | 0.17 | 0.28 | 0.46 | 0.25 | 0.29 | 0.26 | 0.49 | 0.34 | 0.39 | 0.47 | 0.33 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SM (SM Energy Company) |
-62.74%
Mar 2017 – Mar 2020 |
-52.50%
Mar 2015 – Mar 2020 |
-28.24%
Mar 2010 – Mar 2020 |
-18.59%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SM (SM Energy Company) |
194.80%
Oct 2020 – Oct 2023 |
91.83%
Mar 2020 – Mar 2025 |
28.35%
Jan 1996 – Jan 2006 |
22.88%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart