Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPG (Crescent Point Energy Corp) | NA | 19.86% | 39.85% | 24.37% | -10.86% | -3.21% | NA | … | … |
Data as of 07/16/2024, Common starting date is 07/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPG (Crescent Point Energy Corp) | 07/21/2006 | 07/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.36 | 19.86 | 39.85 | 24.37 | -10.86 | -3.21 | NA | … | … | 18.82 | 3.86 | 39.43 | 129.57 | -47.50 | 50.21 | -57.82 | -41.31 | 21.62 | -42.86 | -35.14 | 10.55 | -8.86 | 5.52 | 28.18 | 110.07 | -12.36 | 88.75 | -17.44 |
| Sharpe Ratio | NA | 0.51 | 0.75 | 0.33 | -0.20 | NA | NA | … | … | 1.15 | -0.01 | 0.63 | 2.12 | -0.42 | 0.86 | -1.09 | -0.98 | 0.39 | -0.81 | -1.05 | 0.54 | -0.35 | 0.17 | 1.15 | 2.54 | -0.19 | 3.29 | -0.79 |
| Standard Deviation(%) | NA | 32.95 | 49.78 | 68.57 | 60.97 | NA | NA | … | … | 29.71 | 39.18 | 60.89 | 61.18 | 113.39 | 56.43 | 54.19 | 43.01 | 55.30 | 53.14 | 33.53 | 19.50 | 25.47 | 32.07 | 24.47 | 43.27 | 70.16 | 26.19 | 48.46 |
| Draw Down(%) | NA | 26.91 | 47.43 | 87.50 | 98.01 | NA | NA | … | … | 18.16 | 24.96 | 47.43 | 37.92 | 87.50 | 36.76 | 68.63 | 50.86 | 39.27 | 62.80 | 56.09 | 12.96 | 24.85 | 27.49 | 19.63 | 23.76 | 61.64 | 16.97 | 34.22 |
| Yield(%) | 0.00 | 6.82 | 10.40 | 6.99 | 1.52 | 4.42 | 7.10 | … | … | 3.32 | 7.46 | 5.41 | 1.56 | 0.39 | 1.51 | 4.41 | 2.87 | 4.64 | 9.82 | 7.78 | 7.30 | 5.59 | 6.20 | 7.88 | 13.43 | 10.26 | 17.28 | 6.16 |
Data as of 07/16/2024, Common starting date is 07/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPG (Crescent Point Energy Corp) |
-56.92%
Mar 2017 – Mar 2020 |
-46.23%
Mar 2015 – Mar 2020 |
-27.91%
Mar 2010 – Mar 2020 |
-5.71%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPG (Crescent Point Energy Corp) |
114.08%
Mar 2020 – Mar 2023 |
38.28%
Jan 2007 – Jan 2012 |
7.88%
Dec 2006 – Dec 2016 |
1.61%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison Chart