Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHD (Cactus, Inc.) | -24.11% | -11.98% | -0.06% | 22.23% | NA | NA | NA | 12.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHD (Cactus, Inc.) | 02/09/2018 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 02/09/2018.
AR inception is since 02/09/2018.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.53 | -11.98 | -0.06 | 22.23 | NA | NA | NA | 12.64 | -24.11 | 29.72 | -8.69 | 33.00 | 47.82 | -22.86 | 25.58 | 34.36 |
| Sharpe Ratio | NA | -0.52 | -0.12 | 0.37 | NA | NA | NA | 0.17 | -1.20 | 0.62 | -0.33 | 0.56 | 0.93 | -0.24 | 0.65 | 0.96 |
| Standard Deviation(%) | NA | 45.08 | 44.05 | 49.87 | NA | NA | NA | 54.50 | 52.77 | 37.22 | 39.50 | 56.91 | 51.20 | 94.47 | 37.37 | 39.67 |
| Draw Down(%) | NA | 49.34 | 49.34 | 49.34 | NA | NA | NA | 79.10 | 44.91 | 18.27 | 44.15 | 43.38 | 28.34 | 75.99 | 37.97 | 37.70 |
| Yield(%) | 0.00 | 1.01 | 1.04 | 2.55 | 1.16 | 0.77 | 0.58 | 1.65 | 0.22 | 1.13 | 0.93 | 1.08 | 1.42 | 1.05 | 0.32 | 0.00 |
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