Energy
VS
Sixty Forty
Total Return by Period
Updated: Nov 21, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.76% | -0.90% | -2.01% | 1.44% | 6.85% | 37.08% | 34.11% | 93.64% |
| Energy | 0.63% | -2.83% | 1.53% | 1.45% | -7.93% | -4.08% | 149.71% | 29.93% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| Energy | 5.54% | -0.64% | 64.24% | 53.27% | -33.32% | 11.72% | -18.03% | -0.90% | 27.86% | -21.45% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 93.64% | 7.28% | 6.85% | -38.75% | 0.38 | 0.46 | 0.19 | 0.07 |
| Energy | 29.93% | 7.16% | 2.66% | -80.41% | 0.14 | 0.18 | 0.09 | 0.23 |
Total Return
No Taxes, No Rebalancing.