Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOCLF (Pharos Energy plc) | NA | 18.69% | -7.91% | 12.94% | -17.44% | -24.23% | -14.58% | … | … |
Data as of 04/15/2025, Common starting date is 01/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOCLF (Pharos Energy plc) | 01/03/2005 | 04/15/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.69 | -7.91 | 12.94 | -17.44 | -24.23 | -14.58 | … | … | 16.32 | -10.71 | 3.46 | -11.76 | 54.55 | -68.12 | -13.68 | -40.70 | -12.37 | -13.70 | -50.03 | -30.00 | 10.92 | 22.59 | -14.64 | -73.71 | 29.48 | -61.76 | 61.73 | 92.75 | 76.92 |
| Sharpe Ratio | NA | 0.15 | -0.26 | 0.17 | -0.34 | NA | NA | … | … | 0.23 | -0.40 | -0.02 | -0.22 | 0.99 | -0.61 | -0.62 | -0.99 | -0.60 | -0.28 | -0.67 | -0.94 | 0.39 | 0.69 | -0.44 | -0.52 | 0.68 | -0.91 | 1.48 | 1.92 | 1.61 |
| Standard Deviation(%) | NA | 68.47 | 49.30 | 59.38 | 56.80 | NA | NA | … | … | 253.92 | 44.64 | 37.32 | 60.87 | 55.24 | 111.51 | 24.37 | 42.28 | 21.84 | 48.99 | 74.20 | 31.91 | 27.95 | 33.09 | 33.44 | 141.60 | 43.48 | 68.91 | 39.98 | 46.94 | 46.68 |
| Draw Down(%) | NA | 24.88 | 40.00 | 42.86 | 94.31 | NA | NA | … | … | 11.23 | 24.88 | 20.00 | 42.86 | 36.59 | 81.08 | 29.71 | 50.56 | 18.19 | 30.81 | 56.61 | 47.54 | 12.25 | 19.62 | 30.95 | 81.25 | 23.10 | 62.05 | 14.99 | 30.31 | 23.00 |
| Yield(%) | 0.00 | 2.00 | 1.60 | 2.26 | 1.60 | 0.12 | 0.25 | … | … | 0.00 | 1.79 | 4.73 | 0.00 | 0.00 | 0.00 | 8.23 | 3.45 | 3.60 | 2.57 | 3.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/15/2025, Common starting date is 01/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOCLF (Pharos Energy plc) |
-54.05%
Mar 2017 – Mar 2020 |
-43.20%
Oct 2015 – Oct 2020 |
-38.85%
Mar 2010 – Mar 2020 |
-27.65%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOCLF (Pharos Energy plc) |
63.08%
May 2005 – May 2008 |
23.26%
May 2005 – May 2010 |
-8.46%
Feb 2005 – Feb 2015 |
-18.31%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart