Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPT (BP Prudhoe Bay Royalty Trust) | NA | -91.19% | -79.90% | -37.79% | -38.09% | -28.52% | -19.28% | … | … |
Data as of 08/29/2025, Common starting date is 05/23/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPT (BP Prudhoe Bay Royalty Trust) | 05/23/1989 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.50 | -91.19 | -79.90 | -37.79 | -38.09 | -28.52 | -19.28 | … | … | -74.07 | -78.14 | -78.34 | 300.11 | 69.00 | -63.76 | -63.81 | 30.23 | -1.61 | 5.55 | -59.51 | -4.09 | 29.24 | -34.76 | -2.44 | 69.60 | 22.63 | 4.34 | 16.53 | 29.40 | 53.50 | 88.35 | 124.37 | 11.38 | 45.54 | 77.82 | 93.33 | -70.82 | -5.51 | 17.24 | -14.71 | -30.26 | -21.69 | 10.67 | -7.79 | 9.91 | 6.22 |
| Sharpe Ratio | NA | -0.73 | -0.87 | -0.43 | -0.49 | NA | NA | … | … | -0.62 | -1.11 | -1.08 | 3.03 | 1.05 | -0.65 | -1.04 | 0.50 | -0.05 | 0.07 | -1.30 | -0.15 | 1.45 | -0.99 | -0.10 | 2.65 | 0.66 | 0.07 | 0.54 | 0.94 | 1.49 | 2.45 | 4.89 | 0.33 | 1.20 | 2.00 | 1.46 | -1.51 | -0.42 | 0.62 | -0.74 | -1.25 | -1.56 | 0.78 | -0.66 | 0.21 | 0.42 |
| Standard Deviation(%) | NA | 129.58 | 96.02 | 94.40 | 81.30 | NA | NA | … | … | 144.89 | 76.32 | 76.90 | 99.34 | 65.64 | 98.64 | 62.90 | 58.11 | 44.12 | 79.19 | 45.66 | 27.96 | 20.18 | 35.46 | 24.25 | 26.25 | 33.93 | 46.31 | 24.97 | 28.00 | 34.47 | 35.64 | 25.27 | 31.10 | 36.60 | 36.91 | 61.79 | 49.06 | 21.35 | 21.95 | 24.93 | 26.67 | 15.20 | 10.53 | 17.42 | 22.38 | 11.84 |
| Draw Down(%) | NA | 91.82 | 99.25 | 99.39 | 99.39 | NA | NA | … | … | 83.54 | 83.02 | 81.00 | 52.94 | 52.43 | 85.72 | 77.31 | 51.92 | 52.13 | 62.43 | 70.40 | 37.21 | 19.14 | 45.22 | 18.01 | 13.85 | 36.99 | 34.45 | 25.87 | 25.29 | 20.45 | 22.15 | 13.39 | 24.60 | 25.19 | 18.42 | 34.27 | 72.56 | 17.12 | 14.71 | 31.58 | 40.74 | 23.53 | 4.84 | 14.94 | 21.63 | 11.21 |
| Yield(%) | 0.00 | 0.00 | 1.79 | 39.31 | 4.09 | 4.56 | 7.08 | … | … | 0.00 | 0.00 | 2.63 | 87.43 | 3.47 | 5.95 | 10.36 | 24.97 | 14.45 | 7.78 | 8.63 | 13.37 | 12.41 | 7.99 | 7.27 | 11.76 | 7.90 | 14.31 | 10.77 | 12.45 | 14.96 | 13.33 | 17.09 | 10.05 | 21.12 | 31.81 | 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 08/29/2025, Common starting date is 05/23/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPT (BP Prudhoe Bay Royalty Trust) |
-77.80%
Jul 2022 – Jul 2025 |
-42.84%
Oct 2015 – Oct 2020 |
-37.56%
Jul 2015 – Jul 2025 |
-27.41%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPT (BP Prudhoe Bay Royalty Trust) |
110.00%
Jun 2002 – Jun 2005 |
71.53%
Mar 2000 – Mar 2005 |
49.79%
Dec 1998 – Dec 2008 |
36.58%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart