Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFRD (Weatherford International PLC) | 33.24% | 125.47% | 19.05% | 48.42% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFRD (Weatherford International PLC) | 06/03/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 125.47 | 19.05 | 48.42 | NA | NA | NA | … | … | 33.24 | 11.14 | -26.39 | 92.12 | 83.69 | 97.30 |
| Sharpe Ratio | NA | 3.08 | 0.41 | NA | NA | NA | NA | … | … | 2.34 | 0.15 | -0.70 | 2.22 | 1.36 | 3.29 |
| Standard Deviation(%) | NA | 41.36 | 45.32 | NA | NA | NA | NA | … | … | 42.24 | 53.68 | 43.13 | 40.36 | 60.73 | 67.12 |
| Draw Down(%) | NA | 20.34 | 70.56 | NA | NA | NA | NA | … | … | 20.34 | 47.45 | 49.75 | 24.89 | 55.23 | 28.24 |
| Yield(%) | 0.00 | 2.25 | 1.08 | 2.77 | 1.46 | 0.97 | 0.73 | … | … | 0.68 | 1.38 | 0.52 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFRD (Weatherford International PLC) |
8.97%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFRD (Weatherford International PLC) |
89.06%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart