Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRNT (Granite Ridge Resources, Inc.) | 9.46% | -7.91% | 0.47% | -7.80% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRNT (Granite Ridge Resources, Inc.) | 11/06/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | -7.91 | 0.47 | -7.80 | NA | NA | NA | … | … | 9.46 | -21.29 | 14.92 | -28.45 | -6.23 | -2.06 | 0.83 |
| Sharpe Ratio | NA | -0.25 | -0.07 | -0.26 | NA | NA | NA | … | … | 0.44 | -0.59 | 0.34 | -0.55 | -0.25 | -0.29 | 0.43 |
| Standard Deviation(%) | NA | 42.22 | 42.41 | 40.37 | NA | NA | NA | … | … | 47.88 | 40.91 | 33.25 | 59.28 | 30.29 | 7.15 | 13.13 |
| Draw Down(%) | NA | 34.14 | 37.11 | 49.39 | NA | NA | NA | … | … | 19.15 | 30.65 | 17.53 | 44.36 | 20.17 | 6.25 | 3.32 |
| Yield(%) | 2.26 | 7.56 | 7.25 | 3.48 | 0.68 | 0.46 | 0.34 | … | … | 4.70 | 6.62 | 7.20 | 5.17 | 1.63 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/06/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRNT (Granite Ridge Resources, Inc.) |
-16.63%
Apr 2022 – Apr 2025 |
-9.88%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRNT (Granite Ridge Resources, Inc.) |
9.77%
Apr 2023 – Apr 2026 |
-4.35%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart