Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPM (Evolution Petroleum Corporation) | 31.91% | 8.59% | -10.12% | 8.65% | 4.11% | 1.82% | 5.86% | … | … |
Data as of 06/04/2026, Common starting date is 04/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPM (Evolution Petroleum Corporation) | 04/11/1996 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.81 | 8.59 | -10.12 | 8.65 | 4.11 | 1.82 | 5.86 | … | … | 31.91 | -25.17 | -2.04 | -17.30 | 58.73 | 85.65 | -44.82 | -14.49 | 4.21 | -28.71 | 115.31 | -32.46 | -37.28 | 53.03 | 0.99 | 23.47 | 49.06 | 264.50 | -76.24 | 68.33 | 100.00 | -25.00 | 127.27 | 4.76 | -99.40 | -50.00 | -30.00 | 11.11 | -64.00 | -75.00 | -78.38 |
| Sharpe Ratio | NA | 0.04 | -0.37 | 0.18 | 0.04 | NA | NA | … | … | 1.36 | -0.87 | -0.15 | -0.45 | 0.98 | 1.60 | -0.51 | -0.42 | 0.07 | -0.70 | 2.42 | -0.68 | -1.22 | 1.97 | 0.03 | 0.56 | 1.06 | 4.54 | -0.81 | 1.13 | 1.38 | -0.24 | 0.66 | 0.02 | -0.31 | -0.31 | -0.11 | 0.03 | -0.22 | -0.33 | -0.65 |
| Standard Deviation(%) | NA | 39.05 | 40.10 | 45.93 | 50.55 | NA | NA | … | … | 46.36 | 32.45 | 38.61 | 46.55 | 58.92 | 53.45 | 88.16 | 37.77 | 39.46 | 41.95 | 47.50 | 47.50 | 30.53 | 26.88 | 30.96 | 42.15 | 46.41 | 58.25 | 95.20 | 58.09 | 70.18 | 111.61 | 191.90 | 241.97 | 329.18 | 168.66 | 307.49 | 298.91 | 311.20 | 239.10 | 141.21 |
| Draw Down(%) | NA | 38.29 | 59.45 | 59.45 | 80.49 | NA | NA | … | … | 14.95 | 32.35 | 24.11 | 41.74 | 35.46 | 29.13 | 60.42 | 33.10 | 49.25 | 33.63 | 20.37 | 41.82 | 47.30 | 12.89 | 24.27 | 27.82 | 31.61 | 20.13 | 84.67 | 41.26 | 30.00 | 69.85 | 66.52 | 76.19 | 99.80 | 87.50 | 91.73 | 91.99 | 96.00 | 83.33 | 78.95 |
| Yield(%) | 0.00 | 10.34 | 5.89 | 10.00 | 6.47 | 4.16 | 7.43 | … | … | 3.30 | 9.09 | 8.29 | 6.89 | 8.49 | 8.36 | 3.25 | 5.59 | 5.80 | 3.05 | 4.53 | 3.31 | 3.33 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPM (Evolution Petroleum Corporation) |
-91.80%
Feb 2000 – Feb 2003 |
-80.84%
Nov 1997 – Nov 2002 |
-57.93%
May 1996 – May 2006 |
-40.15%
May 1996 – May 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPM (Evolution Petroleum Corporation) |
88.60%
Dec 2008 – Dec 2011 |
59.64%
Dec 2008 – Dec 2013 |
35.82%
Feb 2003 – Feb 2013 |
22.03%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart