Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEYUF (Essential Energy Services Ltd) | NA | -6.67% | 29.14% | -1.37% | -18.65% | -4.67% | NA | … | … |
Data as of 11/15/2023, Common starting date is 06/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEYUF (Essential Energy Services Ltd) | 06/21/2006 | 11/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.45 | -6.67 | 29.14 | -1.37 | -18.65 | -4.67 | NA | … | … | 3.70 | -10.00 | 87.50 | -42.86 | 40.00 | -64.91 | -6.56 | 52.50 | -65.81 | -57.14 | 33.17 | 3.02 | -5.69 | 106.86 | 18.60 | -72.35 | -30.73 | -43.59 |
| Sharpe Ratio | NA | -0.25 | 0.41 | -0.04 | -0.32 | NA | NA | … | … | 0.00 | -0.16 | 1.17 | -0.47 | 0.54 | -1.13 | -0.13 | 0.84 | -1.05 | -1.42 | 0.88 | 0.07 | -0.10 | 1.97 | 0.21 | -0.78 | -0.61 | -1.25 |
| Standard Deviation(%) | NA | 42.99 | 66.35 | 72.89 | 64.89 | NA | NA | … | … | 41.00 | 73.56 | 74.57 | 91.04 | 71.37 | 58.48 | 57.07 | 61.91 | 62.89 | 40.18 | 37.69 | 42.63 | 57.07 | 54.16 | 86.36 | 93.20 | 55.21 | 55.47 |
| Draw Down(%) | NA | 28.13 | 51.16 | 70.00 | 96.96 | NA | NA | … | … | 25.81 | 51.16 | 37.14 | 68.97 | 32.14 | 73.85 | 35.94 | 34.48 | 72.52 | 58.24 | 18.64 | 41.38 | 53.17 | 25.93 | 50.00 | 85.68 | 62.43 | 45.85 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.78 | 3.84 | 1.41 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.59 | 5.26 | 3.95 | 4.87 | 5.03 | 0.00 | 0.00 | 5.38 | 11.41 | 21.00 | 7.15 |
Data as of 11/15/2023, Common starting date is 06/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEYUF (Essential Energy Services Ltd) |
-45.69%
Aug 2006 – Aug 2009 |
-39.00%
Dec 2013 – Dec 2018 |
-21.34%
Mar 2010 – Mar 2020 |
-16.19%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEYUF (Essential Energy Services Ltd) |
59.07%
Feb 2009 – Feb 2012 |
34.45%
Mar 2009 – Mar 2014 |
-6.54%
Oct 2008 – Oct 2018 |
-5.06%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart