Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEVFF (Diversified Royalty Corp) | 27.89% | 67.99% | 26.99% | 19.32% | 14.99% | 9.30% | 4.61% | … | … |
Data as of 06/05/2026, Common starting date is 07/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEVFF (Diversified Royalty Corp) | 07/26/2001 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | 67.99 | 26.99 | 19.32 | 14.99 | 9.30 | 4.61 | … | … | 27.89 | 45.70 | 6.87 | 2.65 | 6.27 | 30.06 | -14.62 | 22.16 | -21.56 | 54.44 | 28.78 | -25.29 | 56.44 | 6.94 | -16.76 | -14.78 | 52.63 | 1,377.78 | -47.06 | -79.27 | -73.55 | -12.18 | -82.91 | 198.99 | 163.52 | 63.89 |
| Sharpe Ratio | NA | 3.48 | 1.22 | 0.66 | 0.44 | NA | NA | … | … | 4.24 | 2.08 | 0.22 | -0.04 | 0.14 | 0.89 | -0.21 | 0.99 | -0.88 | 2.15 | 1.13 | -1.03 | 1.76 | 0.27 | -0.53 | -0.37 | 0.72 | 11.44 | -0.25 | -0.68 | -0.95 | -0.27 | -1.15 | 4.25 | 2.14 | 4.58 |
| Standard Deviation(%) | NA | 22.00 | 21.84 | 27.19 | 33.03 | NA | NA | … | … | 24.01 | 20.72 | 15.03 | 26.83 | 34.29 | 33.86 | 70.33 | 20.94 | 26.02 | 25.08 | 25.23 | 24.56 | 32.15 | 25.91 | 31.97 | 39.77 | 73.41 | 120.41 | 188.50 | 120.53 | 80.78 | 53.65 | 72.93 | 46.61 | 75.98 | 49.20 |
| Draw Down(%) | NA | 13.04 | 21.23 | 27.00 | 68.76 | NA | NA | … | … | 11.54 | 13.04 | 9.30 | 26.07 | 25.85 | 13.96 | 67.27 | 15.32 | 30.19 | 11.71 | 15.25 | 32.03 | 12.45 | 18.13 | 23.66 | 38.69 | 50.15 | 31.82 | 82.93 | 82.93 | 88.56 | 48.19 | 86.50 | 20.09 | 60.26 | 22.48 |
| Yield(%) | 0.00 | 9.36 | 8.84 | 8.58 | 9.05 | 5.76 | 2.80 | … | … | 3.10 | 9.40 | 8.78 | 8.06 | 7.50 | 8.38 | 6.45 | 6.17 | 4.22 | 8.91 | 9.94 | 6.61 | 1.84 | 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 06/05/2026, Common starting date is 07/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEVFF (Diversified Royalty Corp) |
-70.56%
Jun 2004 – Jun 2007 |
-66.29%
Dec 2003 – Dec 2008 |
-22.87%
Dec 2003 – Dec 2013 |
-12.46%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEVFF (Diversified Royalty Corp) |
167.88%
Dec 2008 – Dec 2011 |
76.46%
Dec 2008 – Dec 2013 |
41.06%
Dec 2008 – Dec 2018 |
29.11%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart