Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XOP (SPDR S&P Oil & Gas Exploration & Production ETF) | 1.68% | -6.42% | 7.13% | 25.38% | -13.75% | -8.55% | NA | -5.96% |
Data as of 07/11/2025, AR inception is 06/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XOP (SPDR S&P Oil & Gas Exploration & Production ETF) | 06/22/2006 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.16 | -6.42 | 7.13 | 25.38 | -13.75 | -8.55 | NA | -5.96 | 1.68 | -1.00 | 3.56 | 45.36 | 66.74 | -84.10 | -9.44 | -28.09 | -9.47 | 38.28 | -35.78 | -29.42 | 27.90 | 3.87 | 0.94 | 28.57 | 40.17 | -42.69 | 36.91 | 10.54 |
| Sharpe Ratio | NA | -0.29 | 0.12 | 0.60 | -0.24 | NA | NA | -0.13 | 0.01 | -0.21 | 0.00 | 0.98 | 1.59 | -0.52 | -0.31 | -0.92 | -0.40 | 0.93 | -0.89 | -0.89 | 1.31 | 0.14 | 0.02 | 1.03 | 0.89 | -0.60 | 1.43 | 0.65 |
| Standard Deviation(%) | NA | 33.18 | 31.65 | 37.82 | 61.89 | NA | NA | 52.34 | 39.48 | 22.13 | 28.83 | 44.82 | 41.90 | 163.21 | 35.22 | 32.03 | 25.26 | 41.06 | 40.10 | 33.20 | 21.27 | 28.17 | 43.32 | 27.52 | 44.84 | 73.03 | 23.69 | 27.05 |
| Draw Down(%) | NA | 30.61 | 34.98 | 34.98 | 95.65 | NA | NA | 97.57 | 29.73 | 20.90 | 19.54 | 33.17 | 26.94 | 92.21 | 38.81 | 45.74 | 30.78 | 22.29 | 47.81 | 48.65 | 11.70 | 26.30 | 38.59 | 16.92 | 30.06 | 67.73 | 15.17 | 17.35 |
| Yield(%) | 0.00 | 2.21 | 2.98 | 5.76 | 1.17 | 1.34 | 1.28 | 1.34 | 1.12 | 2.35 | 2.80 | 3.34 | 2.61 | 1.15 | 1.28 | 0.69 | 0.68 | 1.04 | 1.38 | 1.00 | 1.04 | 1.20 | 1.11 | 0.46 | 0.89 | 0.43 | 0.30 | 0.12 |
Data as of 07/11/2025, AR inception is 06/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOP (SPDR S&P Oil & Gas Exploration & Production ETF) |
-61.49%
Mar 2017 - Mar 2020 |
-46.84%
Mar 2015 - Mar 2020 |
-25.22%
Mar 2010 - Mar 2020 |
-12.34%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOP (SPDR S&P Oil & Gas Exploration & Production ETF) |
60.79%
Mar 2020 - Mar 2023 |
35.13%
Mar 2020 - Mar 2025 |
2.45%
Mar 2009 - Mar 2019 |
-5.17%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart