Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ECTM (ECA Marcellus Trust I Unit) 85.75% 69.12% 1.08% 35.39% 13.30% -4.99% NA
Data as of 06/03/2026, Common starting date is 07/02/2010
More Performance Analytics Comparison
Name Start Date End Date
ECTM (ECA Marcellus Trust I Unit) 07/02/2010 06/03/2026
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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 17.32 69.12 1.08 35.39 13.30 -4.99 NA 85.75 23.42 25.68 -75.89 334.71 330.13 -58.40 -43.79 -21.40 14.84 61.62 -45.17 -51.86 -40.97 -32.53 4.86 36.92
Sharpe Ratio NA 0.63 -0.11 0.41 0.13 NA NA 2.38 0.29 0.30 -1.30 3.67 3.51 -0.46 -0.83 -0.49 0.33 0.95 -0.85 -1.47 -0.76 -1.02 0.14 4.10
Standard Deviation(%) NA 70.99 69.80 75.73 76.41 NA NA 71.92 70.01 73.56 61.57 91.39 94.01 127.12 54.33 46.93 43.65 64.57 52.91 35.36 53.81 32.20 34.56 21.29
Draw Down(%) NA 26.64 70.91 87.62 88.37 NA NA 18.03 26.64 34.48 80.28 55.86 37.35 71.71 70.05 31.06 28.57 35.06 66.53 61.88 57.73 36.09 26.54 5.01
Yield(%) 12.33 28.62 8.06 47.22 12.69 2.36 2.81 22.91 22.40 12.17 9.11 90.15 57.60 15.45 15.44 12.27 15.35 12.99 11.71 14.63 12.55 9.05 8.83 3.45
Data as of 06/03/2026, Common starting date is 07/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECTM (ECA Marcellus Trust I Unit) -54.51%
Feb 2013 – Feb 2016
-41.76%
Feb 2011 – Feb 2016
-27.97%
Dec 2010 – Dec 2020
-8.71%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECTM (ECA Marcellus Trust I Unit) 124.56%
Nov 2019 – Nov 2022
50.47%
Sep 2020 – Sep 2025
14.30%
Feb 2016 – Feb 2026
-5.37%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return