Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXC (Mexco Energy Corporation) | -11.10% | 30.52% | -6.33% | 0.42% | 13.73% | -0.12% | 0.41% | … | … |
Data as of 06/04/2026, Common starting date is 05/03/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXC (Mexco Energy Corporation) | 05/03/1994 | 06/04/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 30.52 | -6.33 | 0.42 | 13.73 | -0.12 | 0.41 | … | … | -11.10 | -3.99 | 24.59 | -26.25 | 33.05 | 55.56 | 53.05 | 42.24 | -29.52 | -21.40 | 54.80 | -40.52 | -21.30 | 7.18 | -8.03 | -8.50 | -23.19 | -19.61 | 211.31 | -34.97 | -11.94 | 14.88 | -28.82 | 112.50 | 7.56 | -33.33 | 12.50 | -22.58 | -6.06 | 78.38 | 131.25 | 33.33 | -40.00 |
| Sharpe Ratio | NA | 0.31 | -0.15 | -0.01 | 0.14 | NA | NA | … | … | -0.35 | -0.10 | 0.36 | -0.64 | 0.33 | 0.45 | 0.41 | 0.50 | -0.35 | -0.37 | 0.56 | -0.44 | -0.33 | 0.12 | -0.13 | -0.10 | -0.39 | -0.20 | 1.48 | -1.06 | -0.22 | 0.11 | -1.91 | 1.63 | 0.06 | -0.34 | 0.14 | -0.68 | -0.37 | 1.15 | 0.41 | 0.22 | -0.91 |
| Standard Deviation(%) | NA | 82.78 | 64.43 | 75.33 | 88.49 | NA | NA | … | … | 83.22 | 72.07 | 58.47 | 47.14 | 97.31 | 124.51 | 129.39 | 82.15 | 88.08 | 60.17 | 97.24 | 93.07 | 64.60 | 58.04 | 62.85 | 83.50 | 59.25 | 96.96 | 140.90 | 35.91 | 69.88 | 112.97 | 15.58 | 68.78 | 113.66 | 106.02 | 58.35 | 38.14 | 26.07 | 64.59 | 311.25 | 133.17 | 62.56 |
| Draw Down(%) | NA | 45.04 | 60.60 | 78.57 | 79.82 | NA | NA | … | … | 42.43 | 51.63 | 37.76 | 36.96 | 58.89 | 49.79 | 58.82 | 44.83 | 70.70 | 34.70 | 51.93 | 69.32 | 46.24 | 28.33 | 54.40 | 66.35 | 47.32 | 61.67 | 83.64 | 38.00 | 53.04 | 59.07 | 34.71 | 25.00 | 74.44 | 57.04 | 27.08 | 37.50 | 11.76 | 21.43 | 85.00 | 63.64 | 40.00 |
| Yield(%) | 0.00 | 0.00 | 0.61 | 0.67 | 1.20 | 0.22 | 0.18 | … | … | 0.00 | 0.86 | 1.04 | 0.81 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/03/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXC (Mexco Energy Corporation) |
-39.44%
Aug 2008 – Aug 2011 |
-32.04%
Jun 2008 – Jun 2013 |
-17.33%
Jun 2008 – Jun 2018 |
-8.66%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXC (Mexco Energy Corporation) |
195.62%
Feb 1996 – Feb 1999 |
83.55%
Mar 1996 – Mar 2001 |
43.99%
Feb 1996 – Feb 2006 |
30.62%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart