Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOI (Solaris Oilfield Infrastructure Inc) | NA | 11.48% | 20.71% | 1.72% | NA | NA | NA | … | … |
Data as of 09/12/2024, Common starting date is 05/15/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOI (Solaris Oilfield Infrastructure Inc) | 05/15/2017 | 09/12/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 11.48 | 20.71 | 1.72 | NA | NA | NA | … | … | 50.53 | -15.75 | 57.46 | -15.55 | -38.03 | 19.09 | -43.06 | 82.21 |
| Sharpe Ratio | NA | 0.14 | 0.37 | 0.00 | NA | NA | NA | … | … | 1.35 | -0.46 | 0.88 | -0.31 | -0.50 | 0.40 | -0.86 | 3.20 |
| Standard Deviation(%) | NA | 50.59 | 53.97 | 58.18 | NA | NA | NA | … | … | 55.80 | 43.50 | 63.94 | 49.81 | 75.59 | 43.67 | 51.58 | 49.44 |
| Draw Down(%) | NA | 37.73 | 49.37 | 68.20 | NA | NA | NA | … | … | 15.56 | 32.45 | 37.75 | 55.44 | 67.87 | 43.66 | 53.37 | 18.68 |
| Yield(%) | 0.00 | 4.40 | 6.35 | 3.33 | 2.19 | 1.46 | 1.10 | … | … | 4.52 | 4.85 | 5.99 | 5.03 | 3.00 | 3.21 | 0.45 | 0.00 |
Data as of 09/12/2024, Common starting date is 05/15/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOI (Solaris Oilfield Infrastructure Inc) |
-26.54%
Sep 2017 – Sep 2020 |
-13.01%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOI (Solaris Oilfield Infrastructure Inc) |
25.96%
Aug 2021 – Aug 2024 |
3.54%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart