Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TALO (Talos Energy) | 26.95% | 47.26% | 0.65% | -4.11% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 05/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TALO (Talos Energy) | 05/11/2018 | 06/17/2026 |
| 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 (%) | -9.04 | 47.26 | 0.65 | -4.11 | NA | NA | NA | … | … | 26.95 | 12.26 | -35.07 | -24.63 | 92.65 | 18.93 | -72.67 | 84.74 | -51.79 |
| Sharpe Ratio | NA | 1.25 | 0.00 | -0.09 | NA | NA | NA | … | … | 1.72 | 0.18 | -1.03 | -0.58 | 1.31 | 0.29 | -0.66 | 1.63 | -1.48 |
| Standard Deviation(%) | NA | 49.28 | 47.19 | 55.99 | NA | NA | NA | … | … | 55.40 | 53.74 | 40.79 | 50.16 | 70.21 | 65.24 | 109.66 | 51.24 | 47.09 |
| Draw Down(%) | NA | 18.53 | 63.16 | 74.63 | NA | NA | NA | … | … | 18.53 | 42.05 | 38.06 | 47.02 | 47.24 | 52.17 | 83.65 | 40.98 | 60.18 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 05/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TALO (Talos Energy) |
-32.27%
Jul 2018 – Jul 2021 |
-20.28%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TALO (Talos Energy) |
37.17%
Mar 2020 – Mar 2023 |
11.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart