Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMPY (Amplify Energy Corp.) | -4.16% | 20.33% | -13.72% | -0.09% | 42.71% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMPY (Amplify Energy Corp.) | 04/20/2012 | 06/11/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.60 | 20.33 | -13.72 | -0.09 | 42.71 | NA | NA | … | … | -4.16 | -24.00 | -0.34 | -32.54 | 182.64 | 137.40 | -80.18 | -11.98 | -54.70 | -20.06 | 926.73 | -86.62 | -77.19 | -3.92 | -54.07 |
| Sharpe Ratio | NA | 0.48 | -0.32 | 0.01 | 0.24 | NA | NA | … | … | -0.21 | -0.38 | -0.21 | -0.72 | 2.41 | 1.36 | -0.49 | -0.58 | -1.82 | -1.13 | 1.58 | -0.69 | -1.04 | -0.42 | -1.56 |
| Standard Deviation(%) | NA | 66.26 | 57.02 | 69.16 | 183.85 | NA | NA | … | … | 59.54 | 71.81 | 48.05 | 51.79 | 75.71 | 101.23 | 165.07 | 61.24 | 41.92 | 34.89 | 560.43 | 152.82 | 91.68 | 53.96 | 56.44 |
| Draw Down(%) | NA | 34.09 | 71.11 | 77.47 | 97.24 | NA | NA | … | … | 34.09 | 64.78 | 28.27 | 45.21 | 41.53 | 53.57 | 93.06 | 67.16 | 65.51 | 48.20 | 97.52 | 88.39 | 85.54 | 51.08 | 69.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 33.33 | 0.02 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.53 | 4.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMPY (Amplify Energy Corp.) |
-87.40%
Jul 2013 – Jul 2016 |
-41.03%
Jul 2014 – Jul 2019 |
-22.88%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMPY (Amplify Energy Corp.) |
276.11%
Sep 2016 – Sep 2019 |
121.42%
Sep 2016 – Sep 2021 |
44.50%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart