Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 08/24/2018.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| HGT (Hugoton Royalty Trust) | -41.02% | NA | -72.47% | -42.34% | -41.62% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGT (Hugoton Royalty Trust) | 02/24/2012 | 08/24/2018 |
The return data shown below all have the same latest date: 08/24/2018.
AR inception is since 02/24/2012.
AR inception is since 02/24/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.32 | -72.47 | -42.34 | -41.62 | NA | NA | NA | -41.02 | -68.26 | -32.65 | 37.14 | -80.17 | 26.37 | 13.77 | -49.64 |
| Sharpe Ratio | NA | -0.85 | -0.57 | -0.66 | NA | NA | NA | -0.64 | -0.81 | -0.76 | 0.47 | -1.33 | 0.75 | 0.41 | -0.92 |
| Standard Deviation(%) | NA | 86.90 | 75.66 | 63.54 | NA | NA | NA | 61.05 | 103.43 | 43.93 | 78.33 | 60.16 | 35.24 | 33.87 | 60.62 |
| Draw Down(%) | NA | 78.38 | 87.62 | 95.96 | NA | NA | NA | 96.19 | 73.07 | 42.14 | 43.02 | 81.54 | 31.21 | 24.25 | 60.46 |
| Yield(%) | 0.00 | 2.67 | 3.08 | 4.23 | 1.84 | 1.23 | 0.92 | 3.07 | 0.63 | 5.56 | 2.69 | 2.32 | 14.30 | 11.68 | 3.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGT (Hugoton Royalty Trust) |
-50.68%
Feb 2015 - Feb 2018 |
-38.00%
Jul 2013 - Jul 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGT (Hugoton Royalty Trust) |
-7.55%
May 2012 - May 2015 |
-17.37%
Sep 2012 - Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart