Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGTXU (Hugoton Royalty Trust) | -33.33% | -50.00% | -43.84% | 13.38% | -15.56% | -22.98% | -17.33% | … | … |
Data as of 06/05/2026, Common starting date is 04/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGTXU (Hugoton Royalty Trust) | 04/12/1999 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.26 | -50.00 | -43.84 | 13.38 | -15.56 | -22.98 | -17.33 | … | … | -33.33 | -44.44 | -5.26 | -65.53 | 1,122.66 | 111.11 | -47.06 | -68.52 | -61.01 | -30.66 | 37.50 | -80.05 | 26.36 | 13.85 | -58.87 | -2.27 | 38.58 | 5.64 | -20.70 | -2.18 | -30.12 | 57.17 | 30.22 | 91.59 | 34.34 | -22.23 | 110.08 | -5.86 |
| Sharpe Ratio | NA | -0.37 | -0.47 | 0.07 | -0.16 | NA | NA | … | … | -0.49 | -0.36 | -0.22 | -0.97 | 11.35 | 0.71 | -0.33 | -0.67 | -0.65 | -0.72 | 0.48 | -1.33 | 0.75 | 0.41 | -1.02 | -0.10 | 1.25 | 0.10 | -0.41 | -0.22 | -1.12 | 1.69 | 1.03 | 3.88 | 1.49 | -0.82 | 3.25 | -0.46 |
| Standard Deviation(%) | NA | 147.30 | 102.01 | 101.63 | 106.34 | NA | NA | … | … | 143.09 | 131.40 | 53.61 | 72.06 | 99.86 | 155.76 | 144.25 | 103.62 | 95.58 | 43.90 | 78.33 | 60.20 | 35.26 | 33.87 | 58.02 | 22.51 | 30.71 | 54.83 | 53.13 | 23.24 | 29.80 | 32.48 | 28.55 | 23.45 | 22.35 | 30.52 | 32.66 | 24.42 |
| Draw Down(%) | NA | 71.43 | 87.82 | 94.16 | 97.61 | NA | NA | … | … | 45.45 | 77.42 | 39.47 | 78.89 | 43.48 | 45.45 | 63.64 | 77.78 | 75.74 | 40.20 | 43.02 | 81.47 | 31.13 | 24.23 | 67.55 | 18.20 | 18.88 | 57.81 | 59.62 | 19.37 | 33.33 | 23.94 | 21.56 | 16.94 | 20.44 | 38.19 | 18.26 | 24.04 |
| Yield(%) | 0.00 | 0.00 | 0.02 | 92.28 | 5.13 | 1.33 | 2.22 | … | … | 0.00 | 0.00 | 0.00 | 15.77 | 207.30 | 0.00 | 0.00 | 0.00 | 0.69 | 5.37 | 2.99 | 2.51 | 14.32 | 11.77 | 3.09 | 6.70 | 9.37 | 4.42 | 12.58 | 7.26 | 5.99 | 10.52 | 9.24 | 15.48 | 7.11 | 13.31 | 17.61 | 10.81 |
Data as of 06/05/2026, Common starting date is 04/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGTXU (Hugoton Royalty Trust) |
-61.04%
Nov 2017 – Nov 2020 |
-53.57%
Mar 2015 – Mar 2020 |
-40.00%
Jan 2011 – Jan 2021 |
-29.84%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGTXU (Hugoton Royalty Trust) |
189.82%
Mar 2020 – Mar 2023 |
45.47%
Mar 2020 – Mar 2025 |
18.24%
Feb 2000 – Feb 2010 |
9.90%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison Chart