Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPEAX (BP CAPITAL TWINLINE ENERGY FUND CLASS A) | NA | -5.56% | 3.26% | NA | NA | NA | NA | -1.08% |
Data as of 11/01/2018, AR inception is 01/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPEAX (BP CAPITAL TWINLINE ENERGY FUND CLASS A) | 01/07/2014 | 11/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | -5.56 | 3.26 | NA | NA | NA | NA | -1.08 | -13.39 | 1.89 | 42.96 | -24.67 | 0.77 |
| Sharpe Ratio | NA | -0.31 | 0.12 | NA | NA | NA | NA | -0.05 | -0.74 | 0.07 | 1.36 | -0.88 | 0.04 |
| Standard Deviation(%) | NA | 22.17 | 25.19 | NA | NA | NA | NA | 24.50 | 22.97 | 17.11 | 31.39 | 28.04 | 19.88 |
| Draw Down(%) | NA | 22.28 | 30.89 | NA | NA | NA | NA | 50.87 | 22.28 | 21.31 | 18.95 | 38.03 | 26.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.49 | 0.25 | 0.16 | 0.12 | 0.62 | 0.00 | 0.00 | 0.00 | 0.00 | 2.47 |
Data as of 11/01/2018, AR inception is 01/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPEAX (BP CAPITAL TWINLINE ENERGY FUND CLASS A) |
-9.79%
Aug 2014 - Aug 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPEAX (BP CAPITAL TWINLINE ENERGY FUND CLASS A) |
13.23%
Sep 2015 - Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart