Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STOHF (Equinor ASA) | 68.12% | 67.11% | 21.06% | 22.15% | 18.11% | 10.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/24/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STOHF (Equinor ASA) | 08/24/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 67.11 | 21.06 | 22.15 | 18.11 | 10.46 | NA | … | … | 68.12 | 2.83 | -14.96 | -3.85 | 48.07 | 81.85 | -1.82 | 2.81 | -3.50 | 26.62 | 40.65 | -17.38 | -20.62 | 0.86 | 4.25 | 12.73 | -3.04 | 57.82 | -46.73 | 17.86 | -11.16 |
| Sharpe Ratio | NA | 1.43 | 0.50 | 0.52 | 0.43 | NA | NA | … | … | 4.57 | 0.00 | -0.60 | -0.22 | 1.05 | 1.93 | -0.04 | 0.05 | -0.15 | 1.18 | 1.05 | -0.44 | -0.62 | 0.03 | 0.17 | 0.36 | -0.10 | 1.35 | -0.68 | 0.41 | -0.73 |
| Standard Deviation(%) | NA | 41.92 | 36.29 | 39.32 | 38.18 | NA | NA | … | … | 52.56 | 35.41 | 30.84 | 35.13 | 44.74 | 42.32 | 57.74 | 27.17 | 32.14 | 22.14 | 38.45 | 39.98 | 33.24 | 23.96 | 24.41 | 35.58 | 30.47 | 42.87 | 70.07 | 36.30 | 44.30 |
| Draw Down(%) | NA | 19.21 | 28.70 | 33.11 | 66.44 | NA | NA | … | … | 19.21 | 17.89 | 25.06 | 26.57 | 24.38 | 17.50 | 55.75 | 28.49 | 29.61 | 13.86 | 17.72 | 35.31 | 45.84 | 20.57 | 20.29 | 26.72 | 21.81 | 16.33 | 67.91 | 22.23 | 24.01 |
| Yield(%) | 0.00 | 6.24 | 8.13 | 11.55 | 11.73 | 6.65 | 4.87 | … | … | 3.28 | 4.52 | 9.38 | 10.74 | 10.10 | 16.65 | 10.86 | 4.93 | 4.15 | 4.87 | 6.47 | 2.71 | 12.90 | 4.52 | 4.35 | 4.86 | 3.68 | 4.22 | 2.65 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STOHF (Equinor ASA) |
-15.98%
Jan 2013 – Jan 2016 |
-7.36%
Jun 2008 – Jun 2013 |
-1.67%
Jun 2007 – Jun 2017 |
3.73%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STOHF (Equinor ASA) |
54.14%
Oct 2020 – Oct 2023 |
33.65%
Mar 2020 – Mar 2025 |
20.16%
Mar 2016 – Mar 2026 |
11.96%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart