Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AREC (American Resources Corporation) | -4.03% | 244.93% | 12.76% | -6.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AREC (American Resources Corporation) | 06/30/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 244.93 | 12.76 | -6.33 | NA | NA | NA | … | … | -4.03 | 165.35 | -30.87 | 12.88 | -26.67 | -7.69 | 209.52 | -93.70 | 19,900.00 | -95.00 | 0.00 | -20.00 |
| Sharpe Ratio | NA | 1.70 | 0.10 | -0.07 | NA | NA | NA | … | … | -0.27 | 1.07 | -0.42 | 0.12 | -0.32 | -0.07 | 1.87 | -0.81 | 50.95 | -0.49 | NA | -0.40 |
| Standard Deviation(%) | NA | 132.62 | 115.29 | 102.62 | NA | NA | NA | … | … | 102.64 | 155.73 | 90.04 | 74.07 | 87.56 | 104.70 | 111.32 | 144.72 | 390.14 | 245.11 | 0.00 | 250.48 |
| Draw Down(%) | NA | 71.51 | 80.58 | 88.17 | NA | NA | NA | … | … | 55.61 | 68.72 | 76.40 | 41.75 | 65.68 | 77.46 | 50.38 | 95.74 | 66.67 | 95.00 | 0.00 | 20.00 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREC (American Resources Corporation) |
-48.15%
Nov 2018 – Nov 2021 |
-34.27%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AREC (American Resources Corporation) |
370.27%
Feb 2018 – Feb 2021 |
131.44%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart