Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEC (Diversified Energy Company PLC) | NA | 1.14% | -11.62% | -6.93% | NA | NA | NA | … | … |
Data as of 11/25/2025, Common starting date is 10/22/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEC (Diversified Energy Company PLC) | 10/22/2018 | 11/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.31 | 1.14 | -11.62 | -6.93 | NA | NA | NA | … | … | -5.87 | 27.42 | -37.09 | 8.01 | 3.53 | 22.83 | -11.61 | -6.06 |
| Sharpe Ratio | NA | -0.04 | -0.32 | -0.18 | NA | NA | NA | … | … | -0.22 | 0.49 | -0.83 | 0.15 | 0.05 | 0.19 | -0.18 | -0.28 |
| Standard Deviation(%) | NA | 43.33 | 47.01 | 51.91 | NA | NA | NA | … | … | 42.79 | 48.72 | 49.20 | 44.91 | 63.28 | 104.92 | 73.04 | 220.21 |
| Draw Down(%) | NA | 37.95 | 55.48 | 57.61 | NA | NA | NA | … | … | 37.95 | 34.28 | 44.00 | 18.52 | 26.42 | 43.42 | 16.35 | 12.13 |
| Yield(%) | 0.00 | 7.29 | 60.81 | 33.74 | 19.57 | 13.04 | 9.78 | … | … | 4.97 | 10.77 | 12.14 | 11.85 | 11.11 | 8.81 | 0.00 | 0.00 |
Data as of 11/25/2025, Common starting date is 10/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEC (Diversified Energy Company PLC) |
-19.59%
Jan 2021 – Jan 2024 |
-7.72%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEC (Diversified Energy Company PLC) |
20.62%
Mar 2020 – Mar 2023 |
6.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart