Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSM (Black Stone Minerals, L.P.) | 8.98% | 11.82% | 5.22% | 17.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSM (Black Stone Minerals, L.P.) | 09/03/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.28 | 11.82 | 5.22 | 17.99 | NA | NA | NA | … | … | 8.98 | 0.56 | 1.47 | 5.85 | 80.82 | 66.55 | 3.67 |
| Sharpe Ratio | NA | 0.33 | 0.08 | 0.57 | NA | NA | NA | … | … | 0.67 | -0.10 | -0.13 | 0.09 | 2.19 | 2.03 | 0.31 |
| Standard Deviation(%) | NA | 20.75 | 20.30 | 26.46 | NA | NA | NA | … | … | 21.06 | 23.55 | 17.18 | 25.71 | 36.37 | 32.80 | 37.56 |
| Draw Down(%) | NA | 13.79 | 21.48 | 25.52 | NA | NA | NA | … | … | 13.41 | 19.66 | 13.01 | 15.36 | 23.22 | 19.49 | 11.76 |
| Yield(%) | 0.00 | 8.84 | 9.33 | 14.88 | 12.07 | 8.04 | 6.03 | … | … | 4.44 | 9.23 | 10.01 | 12.06 | 14.41 | 11.03 | 2.28 |
Data as of 06/04/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSM (Black Stone Minerals, L.P.) |
-0.51%
Oct 2022 – Oct 2025 |
17.68%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSM (Black Stone Minerals, L.P.) |
58.03%
Oct 2020 – Oct 2023 |
28.90%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart