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
GULTU (Gulf Coast) 33.33% 33.33% 58.74% 5.92% -7.89% NA NA
Data as of 06/05/2026, Common starting date is 06/05/2013
More Performance Analytics Comparison
Name Start Date End Date
GULTU (Gulf Coast) 06/05/2013 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 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 33.33 58.74 5.92 -7.89 NA NA 33.33 0.00 200.00 -75.00 100.00 25.00 -38.46 -10.34 -6.45 -78.62 -3.33 -88.19 -38.94 -5.45
Sharpe Ratio NA 0.38 0.16 0.04 -0.04 NA NA 1.21 -0.02 0.97 -0.29 0.54 0.09 -0.24 -0.11 -0.08 -0.82 -0.02 -1.18 -0.66 -0.24
Standard Deviation(%) NA 168.80 204.57 222.33 182.79 NA NA 203.91 159.19 201.63 273.22 184.28 271.96 160.67 108.74 99.42 96.74 147.70 74.98 59.10 39.40
Draw Down(%) NA 42.86 50.00 87.50 96.25 NA NA 42.86 33.33 50.00 75.00 50.00 77.27 80.00 46.67 70.53 82.88 83.03 90.30 69.07 18.33
Yield(%) 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 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 06/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GULTU (Gulf Coast) -76.76%
Nov 2013 – Nov 2016
-63.49%
Jun 2014 – Jun 2019
-43.56%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GULTU (Gulf Coast) 51.83%
May 2019 – May 2022
33.78%
Sep 2020 – Sep 2025
-5.17%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return