Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOIEF (Stolt-Nielsen Limited) | 2.31% | 35.67% | 16.64% | 23.62% | 15.70% | 8.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOIEF (Stolt-Nielsen Limited) | 05/24/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 35.67 | 16.64 | 23.62 | 15.70 | 8.66 | NA | … | … | 2.31 | 32.23 | 1.79 | 11.47 | 86.59 | 29.91 | 4.59 | 13.35 | -8.67 | 13.38 | 10.32 | -22.48 | -36.26 | 41.41 | 8.12 | -10.08 |
| Sharpe Ratio | NA | 0.99 | 0.31 | 0.48 | 0.33 | NA | NA | … | … | 0.02 | 0.68 | -0.04 | 0.24 | 1.69 | 0.78 | 0.08 | 0.37 | -0.29 | 0.39 | 0.27 | -0.98 | -1.39 | 1.65 | 0.34 | -0.31 |
| Standard Deviation(%) | NA | 31.95 | 42.21 | 42.98 | 41.71 | NA | NA | … | … | 31.80 | 43.19 | 50.68 | 32.28 | 50.57 | 38.19 | 57.06 | 31.94 | 34.42 | 32.82 | 37.69 | 23.01 | 26.02 | 25.06 | 24.23 | 51.04 |
| Draw Down(%) | NA | 12.55 | 58.26 | 58.26 | 62.67 | NA | NA | … | … | 12.55 | 32.80 | 47.32 | 26.24 | 21.33 | 22.54 | 57.53 | 21.01 | 38.28 | 26.92 | 22.70 | 35.01 | 49.05 | 10.04 | 27.21 | 31.20 |
| Yield(%) | 0.00 | 4.07 | 8.00 | 11.67 | 8.99 | 5.17 | 3.82 | … | … | 0.00 | 8.65 | 9.10 | 8.36 | 9.71 | 5.80 | 3.95 | 4.29 | 3.78 | 6.04 | 8.29 | 6.01 | 3.65 | 4.95 | 3.85 | 2.25 |
Data as of 06/04/2026, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOIEF (Stolt-Nielsen Limited) |
-20.30%
Oct 2013 – Oct 2016 |
-11.84%
Jan 2014 – Jan 2019 |
-0.93%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOIEF (Stolt-Nielsen Limited) |
70.50%
Mar 2020 – Mar 2023 |
42.91%
Sep 2020 – Sep 2025 |
21.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart