Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) | -11.53% | 4.98% | 92.32% | 71.25% | NA | NA | NA | 39.38% |
Data as of 07/03/2025, AR inception is 07/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) | 07/26/2019 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 4.98 | 92.32 | 71.25 | NA | NA | NA | 39.38 | -11.53 | 83.56 | 88.44 | 193.81 | 108.20 | -67.39 | -13.74 |
| Sharpe Ratio | NA | 0.04 | 1.65 | 1.37 | NA | NA | NA | 0.49 | -0.42 | 1.93 | 1.75 | 3.20 | 2.03 | -0.73 | -0.37 |
| Standard Deviation(%) | NA | 50.90 | 49.84 | 52.26 | NA | NA | NA | 63.09 | 57.69 | 40.40 | 48.56 | 60.55 | 53.36 | 92.05 | 81.97 |
| Draw Down(%) | NA | 41.21 | 41.21 | 46.22 | NA | NA | NA | 81.19 | 41.21 | 18.10 | 21.97 | 37.47 | 28.57 | 76.83 | 60.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 07/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) |
22.14%
Sep 2019 - Sep 2022 |
47.12%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIST (Vista Energy, S.A.B. de C.V.) |
153.14%
Apr 2021 - Apr 2024 |
87.67%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart