Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OKE (ONEOK, Inc.) | -13.11% | 10.95% | 15.28% | 32.92% | 12.81% | 16.54% | 16.21% | 10.55% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OKE (ONEOK, Inc.) | 10/01/1980 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/01/1980.
AR inception is since 10/01/1980.
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.49 | 10.95 | 15.28 | 32.92 | 12.81 | 16.54 | 16.21 | 10.55 | -13.11 | 50.10 | 13.24 | 18.90 | 64.70 | -43.45 | 47.76 | 6.27 | -2.12 | 149.62 | -47.42 | 8.13 | 49.65 | 1.51 | 61.24 | 29.31 | 61.36 | -32.39 | 6.92 | 67.75 | -2.78 | 33.74 | 19.19 | 11.25 | -23.52 | 99.99 | -30.45 | -10.53 | 34.58 | 31.15 | 27.08 | -4.64 | 2.72 | 8.89 | 14.41 | -7.45 | 68.87 | 12.69 | -50.00 | 5.10 | 10.39 | -5.33 | 14.55 | -3.62 | -26.82 | 6.34 |
| Sharpe Ratio | NA | 0.15 | 0.38 | 0.87 | 0.25 | NA | NA | 0.23 | -0.92 | 2.06 | 0.37 | 0.51 | 2.12 | -0.44 | 2.38 | 0.21 | -0.12 | 3.28 | -1.02 | 0.29 | 1.61 | 0.09 | 2.39 | 1.19 | 1.86 | -0.59 | 0.17 | 2.88 | -0.25 | 1.84 | 0.97 | 0.29 | -0.87 | 3.20 | -1.24 | -0.42 | 1.34 | 1.19 | 1.19 | -0.34 | 0.02 | 0.20 | 0.41 | -0.41 | 2.68 | 0.14 | -0.91 | 0.04 | 0.26 | -0.63 | 0.35 | -0.41 | -1.23 | 0.45 |
| Standard Deviation(%) | NA | 30.56 | 29.06 | 35.75 | 43.39 | NA | NA | 33.62 | 42.66 | 21.13 | 24.35 | 34.51 | 30.47 | 98.95 | 19.46 | 23.81 | 22.40 | 45.59 | 46.33 | 27.69 | 30.85 | 16.55 | 25.63 | 24.49 | 32.88 | 56.59 | 22.61 | 22.48 | 20.22 | 17.84 | 18.99 | 35.38 | 30.22 | 29.97 | 27.20 | 33.08 | 23.11 | 23.05 | 19.57 | 22.05 | 25.97 | 31.73 | 25.92 | 30.71 | 23.58 | 58.72 | 59.26 | 21.09 | 19.63 | 19.17 | 24.33 | 27.28 | 29.78 | 41.58 |
| Draw Down(%) | NA | 32.03 | 32.03 | 47.35 | 80.17 | NA | NA | 80.17 | 27.58 | 16.58 | 17.91 | 29.21 | 12.93 | 80.17 | 10.85 | 27.04 | 17.58 | 23.18 | 61.18 | 36.96 | 22.73 | 14.22 | 21.31 | 17.19 | 40.86 | 53.83 | 19.87 | 9.29 | 24.70 | 14.45 | 16.82 | 33.20 | 38.97 | 20.15 | 31.49 | 31.42 | 15.45 | 11.79 | 8.38 | 21.74 | 31.58 | 16.18 | 14.88 | 26.15 | 15.54 | 50.63 | 63.58 | 15.06 | 16.10 | 16.80 | 14.60 | 19.17 | 32.31 | 18.29 |
| Yield(%) | 0.00 | 4.92 | 5.84 | 12.73 | 6.96 | 12.29 | 16.59 | 26.45 | 1.01 | 5.58 | 5.97 | 6.23 | 9.97 | 4.94 | 6.49 | 5.94 | 4.63 | 9.70 | 4.87 | 3.97 | 3.36 | 2.91 | 3.83 | 3.99 | 5.36 | 3.49 | 3.25 | 4.47 | 3.91 | 3.99 | 3.54 | 3.52 | 2.68 | 4.99 | 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKE (ONEOK, Inc.) |
-31.23%
Mar 1985 - Mar 1988 |
-16.03%
Mar 1983 - Mar 1988 |
-3.35%
Jan 1981 - Jan 1991 |
0.46%
Jan 1981 - Jan 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKE (ONEOK, Inc.) |
60.78%
Feb 2009 - Feb 2012 |
52.38%
Feb 2009 - Feb 2014 |
28.82%
Mar 2009 - Mar 2019 |
22.41%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart