Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHD (Cactus, Inc.) | 29.54% | 33.89% | 21.06% | 8.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHD (Cactus, Inc.) | 02/09/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 33.89 | 21.06 | 8.78 | NA | NA | NA | … | … | 29.54 | -20.76 | 29.72 | -8.69 | 33.00 | 47.82 | -22.86 | 25.58 | 34.36 |
| Sharpe Ratio | NA | 0.92 | 0.44 | 0.20 | NA | NA | NA | … | … | 1.83 | -0.54 | 0.70 | -0.32 | 0.56 | 0.93 | -0.24 | 0.65 | 0.96 |
| Standard Deviation(%) | NA | 40.75 | 40.22 | 44.91 | NA | NA | NA | … | … | 42.69 | 44.25 | 37.22 | 39.50 | 56.91 | 51.20 | 94.47 | 37.37 | 39.67 |
| Draw Down(%) | NA | 30.07 | 51.41 | 51.41 | NA | NA | NA | … | … | 23.32 | 47.16 | 18.27 | 44.15 | 43.38 | 28.34 | 75.99 | 37.97 | 37.70 |
| Yield(%) | 0.24 | 1.26 | 1.52 | 1.19 | 1.50 | 1.00 | 0.75 | … | … | 0.60 | 0.91 | 1.13 | 0.93 | 1.08 | 1.42 | 1.05 | 0.32 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHD (Cactus, Inc.) |
-7.86%
Apr 2022 – Apr 2025 |
-0.44%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHD (Cactus, Inc.) |
54.35%
Mar 2020 – Mar 2023 |
33.05%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart