Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXE (Expand Energy Corporation) | -19.43% | -23.51% | 5.50% | 14.69% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 02/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXE (Expand Energy Corporation) | 02/10/2021 | 06/15/2026 |
| 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 (%) | -2.79 | -23.51 | 5.50 | 14.69 | NA | NA | NA | … | … | -19.43 | 14.35 | 33.18 | -14.77 | 62.34 | 46.39 |
| Sharpe Ratio | NA | -0.72 | 0.13 | 0.35 | NA | NA | NA | … | … | -1.23 | 0.37 | 1.17 | -0.62 | 1.28 | 1.45 |
| Standard Deviation(%) | NA | 31.78 | 28.24 | 35.17 | NA | NA | NA | … | … | 32.06 | 31.42 | 25.18 | 29.84 | 47.82 | 36.71 |
| Draw Down(%) | NA | 28.32 | 28.32 | 29.69 | NA | NA | NA | … | … | 23.10 | 22.90 | 23.32 | 22.88 | 27.93 | 15.26 |
| Yield(%) | 0.00 | 2.69 | 3.24 | 7.42 | 4.69 | 3.13 | 2.35 | … | … | 1.05 | 3.15 | 3.17 | 4.20 | 14.41 | 2.50 |
Data as of 06/15/2026, Common starting date is 02/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXE (Expand Energy Corporation) |
3.15%
Aug 2022 – Aug 2025 |
17.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXE (Expand Energy Corporation) |
34.66%
Mar 2021 – Mar 2024 |
26.18%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart