Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRNCY (Capricorn Energy PLC) | -9.87% | 34.09% | 12.39% | 16.88% | -0.01% | -5.12% | NA | -4.31% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRNCY (Capricorn Energy PLC) | 12/30/2009 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 12/30/2009.
AR inception is since 12/30/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 34.09 | 12.39 | 16.88 | -0.01 | -5.12 | NA | -4.31 | -9.87 | 109.32 | -42.51 | 24.51 | -9.36 | -11.55 | 44.00 | -35.46 | 8.61 | 15.43 | -14.95 | -39.71 | 2.96 | 1.67 | -37.15 | 4.24 | 16.50 |
| Sharpe Ratio | NA | 0.29 | 0.04 | 0.13 | -0.03 | NA | NA | -0.08 | -0.55 | 1.34 | -0.42 | 0.61 | -0.16 | -0.07 | 0.86 | -0.69 | 0.21 | 0.34 | -0.33 | -0.85 | 0.12 | 0.01 | -0.78 | 0.09 | NA |
| Standard Deviation(%) | NA | 77.57 | 85.67 | 92.72 | 82.09 | NA | NA | 79.23 | 84.87 | 76.80 | 112.91 | 37.88 | 60.03 | 177.58 | 49.79 | 53.37 | 38.22 | 44.25 | 45.00 | 46.89 | 24.49 | 143.37 | 47.96 | 47.63 | 0.00 |
| Draw Down(%) | NA | 47.69 | 76.52 | 76.52 | 85.03 | NA | NA | 93.45 | 38.97 | 47.69 | 72.31 | 19.06 | 53.65 | 80.34 | 37.05 | 50.51 | 30.24 | 27.60 | 36.68 | 49.78 | 18.03 | 52.06 | 47.82 | 26.20 | 0.00 |
| Yield(%) | 0.00 | 22.91 | 41.72 | 44.16 | 10.11 | 4.04 | 3.45 | 4.60 | 0.00 | 44.91 | 65.81 | 0.00 | 15.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 61.56 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRNCY (Capricorn Energy PLC) |
-32.44%
Mar 2017 - Mar 2020 |
-22.71%
Sep 2010 - Sep 2015 |
-19.10%
Mar 2010 - Mar 2020 |
-5.50%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRNCY (Capricorn Energy PLC) |
44.59%
Mar 2020 - Mar 2023 |
28.92%
Mar 2020 - Mar 2025 |
2.23%
Jan 2015 - Jan 2025 |
-2.75%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart