Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| METCL (Ramaco Resources, Inc. – 9.00%) | NA | 7.70% | 7.83% | NA | NA | NA | NA | … | … |
Data as of 08/01/2025, Common starting date is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| METCL (Ramaco Resources, Inc. – 9.00%) | 07/15/2021 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 7.70 | 7.83 | NA | NA | NA | NA | … | … | 4.60 | 9.35 | 6.89 | 3.88 | 6.46 |
| Sharpe Ratio | NA | 0.71 | 0.60 | NA | NA | NA | NA | … | … | 0.89 | 1.07 | 0.47 | 0.22 | 2.07 |
| Standard Deviation(%) | NA | 6.41 | 7.45 | NA | NA | NA | NA | … | … | 5.61 | 5.36 | 6.91 | 11.00 | 6.88 |
| Draw Down(%) | NA | 4.27 | 4.27 | NA | NA | NA | NA | … | … | 4.27 | 2.64 | 3.70 | 5.43 | 2.95 |
| Yield(%) | 0.00 | 8.79 | 8.59 | 6.53 | 3.26 | 2.18 | 1.63 | … | … | 6.51 | 8.74 | 8.41 | 8.19 | 0.00 |
Data as of 08/01/2025, Common starting date is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| METCL (Ramaco Resources, Inc. – 9.00%) |
6.50%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| METCL (Ramaco Resources, Inc. – 9.00%) |
7.77%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart