Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTU (Peabody Energy Corporation) | 5.65% | 135.71% | 19.64% | 31.47% | 2.19% | 1.45% | 1.09% | … | … |
Data as of 06/04/2026, Common starting date is 05/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTU (Peabody Energy Corporation) | 05/23/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.25 | 135.71 | 19.64 | 31.47 | 2.19 | 1.45 | 1.09 | … | … | 5.65 | 44.18 | -12.80 | -7.09 | 162.36 | 317.84 | -73.57 | -65.13 | -21.56 | -2.53 |
| Sharpe Ratio | NA | 1.64 | 0.23 | 0.47 | -0.04 | NA | NA | … | … | -0.37 | 0.67 | -0.45 | -0.27 | 1.83 | 2.76 | -0.53 | -1.24 | -0.68 | -0.02 |
| Standard Deviation(%) | NA | 58.87 | 49.02 | 66.41 | 77.08 | NA | NA | … | … | 59.94 | 62.09 | 36.42 | 39.62 | 88.33 | 115.04 | 139.03 | 53.87 | 34.09 | 46.30 |
| Draw Down(%) | NA | 40.67 | 65.14 | 67.46 | 97.95 | NA | NA | … | … | 40.67 | 50.53 | 33.34 | 38.98 | 43.33 | 53.61 | 91.73 | 71.15 | 37.07 | 43.03 |
| Yield(%) | 0.00 | 2.24 | 1.58 | 2.35 | 1.33 | 0.89 | 0.66 | … | … | 0.49 | 1.44 | 1.23 | 0.90 | 0.00 | 0.00 | 0.00 | 8.23 | 1.31 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTU (Peabody Energy Corporation) |
-63.70%
Nov 2017 – Nov 2020 |
-13.16%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTU (Peabody Energy Corporation) |
164.00%
Oct 2020 – Oct 2023 |
85.61%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart