Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOTZF (Total Energy Services Inc) | 69.27% | 152.13% | 45.68% | 42.92% | 8.84% | 3.57% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTZF (Total Energy Services Inc) | 06/26/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.26 | 152.13 | 45.68 | 42.92 | 8.84 | 3.57 | NA | … | … | 69.27 | 44.25 | 41.25 | -6.36 | 38.39 | 79.40 | -44.61 | -28.33 | -38.04 | 7.39 | 11.18 | -8.59 | -40.68 | 34.07 | -11.46 | 15.08 | 231.45 | 69.44 | -69.83 |
| Sharpe Ratio | NA | 4.47 | 1.19 | 0.98 | 0.15 | NA | NA | … | … | 5.85 | 1.24 | 1.13 | -0.29 | 0.63 | 1.65 | -0.51 | -0.89 | -1.72 | 0.30 | 0.48 | -0.32 | -1.34 | 1.60 | -0.34 | 0.29 | 3.94 | 1.42 | -1.23 |
| Standard Deviation(%) | NA | 31.43 | 33.87 | 42.98 | 44.77 | NA | NA | … | … | 36.85 | 33.43 | 33.38 | 34.92 | 58.81 | 48.16 | 87.63 | 33.31 | 23.04 | 22.71 | 22.67 | 27.00 | 30.45 | 21.22 | 34.09 | 51.78 | 58.75 | 48.93 | 74.15 |
| Draw Down(%) | NA | 11.28 | 28.99 | 39.77 | 90.47 | NA | NA | … | … | 11.28 | 27.32 | 16.26 | 28.49 | 39.77 | 32.34 | 77.80 | 44.00 | 39.81 | 18.88 | 14.79 | 20.32 | 48.18 | 13.12 | 26.64 | 45.19 | 15.22 | 14.08 | 70.71 |
| Yield(%) | 0.00 | 3.99 | 3.79 | 5.58 | 1.72 | 1.21 | 1.71 | … | … | 0.77 | 3.57 | 3.39 | 3.90 | 3.98 | 0.00 | 0.00 | 3.01 | 1.65 | 1.74 | 1.97 | 1.62 | 1.11 | 1.27 | 1.22 | 1.11 | 2.95 | 6.55 | 2.21 |
Data as of 06/04/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTZF (Total Energy Services Inc) |
-49.37%
Apr 2017 – Apr 2020 |
-35.31%
Apr 2015 – Apr 2020 |
-17.02%
Apr 2010 – Apr 2020 |
-0.50%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTZF (Total Energy Services Inc) |
88.17%
Mar 2009 – Mar 2012 |
50.65%
Oct 2020 – Oct 2025 |
11.96%
Nov 2008 – Nov 2018 |
8.57%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart