Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESCSQ (Escalera Resources Co) | NA | 0.00% | -20.54% | -72.16% | -72.68% | -56.58% | NA | … | … |
Data as of 06/21/2023, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESCSQ (Escalera Resources Co) | 07/05/2007 | 06/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -20.54 | -72.16 | -72.68 | -56.58 | NA | … | … | 0.00 | 0.00 | 900.00 | -99.67 | 2,900.00 | -99.50 | 27.39 | -60.75 | -99.68 | -45.18 | -8.47 | -2.58 | -0.12 | 8.13 | 49.07 | -35.21 | -3.64 |
| Sharpe Ratio | NA | 0.00 | -0.05 | -0.08 | -0.11 | NA | NA | … | … | 0.00 | 0.00 | 12.21 | -0.19 | 2.69 | -0.09 | 0.12 | -0.15 | -0.21 | -0.95 | -0.46 | -0.21 | -0.01 | 0.38 | 0.80 | -0.77 | -0.53 |
| Standard Deviation(%) | NA | 940.79 | 466.99 | 895.81 | 638.58 | NA | NA | … | … | 0.00 | 992.62 | 292.65 | 527.55 | 1,077.96 | 1,179.92 | 230.48 | 401.76 | 486.03 | 47.41 | 18.46 | 12.42 | 13.46 | 21.36 | 61.13 | 47.00 | 18.57 |
| Draw Down(%) | NA | 96.00 | 96.00 | 99.97 | 100.00 | NA | NA | … | … | 0.00 | 96.00 | 0.00 | 99.90 | 99.00 | 99.99 | 85.71 | 89.90 | 99.94 | 52.35 | 23.56 | 6.02 | 10.39 | 8.51 | 36.39 | 42.31 | 8.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 | 3.88 | 3.24 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.99 | 9.11 | 8.96 | 8.91 | 9.84 | 9.37 | 9.09 | 4.36 |
Data as of 06/21/2023, Common starting date is 07/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESCSQ (Escalera Resources Co) |
-97.97%
Sep 2015 – Sep 2018 |
-94.60%
Sep 2013 – Sep 2018 |
-76.42%
Jun 2011 – Jun 2021 |
-56.51%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESCSQ (Escalera Resources Co) |
71.19%
Sep 2018 – Sep 2021 |
20.49%
Mar 2009 – Mar 2014 |
-40.73%
Aug 2007 – Aug 2017 |
-56.46%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison Chart