Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDCE (PDC Energy Inc) | NA | 21.02% | 80.31% | 9.52% | 3.77% | 2.23% | 10.62% | … | … |
Data as of 09/05/2023, Common starting date is 03/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDCE (PDC Energy Inc) | 03/27/1990 | 09/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.02 | 80.31 | 9.52 | 3.77 | 2.23 | 10.62 | … | … | 19.05 | 37.94 | 146.02 | -21.55 | -12.06 | -42.26 | -28.99 | 35.97 | 29.34 | -22.45 | 60.25 | -5.41 | -16.90 | 132.02 | -24.35 | -59.29 | 37.35 | 29.12 | -13.56 | 62.74 | 349.67 | -14.10 | -5.98 | 72.13 | 24.49 | -41.67 | 25.37 | 157.69 | 36.84 | -29.63 | 50.00 | 56.53 | 27.77 | 0.00 |
| Sharpe Ratio | NA | 0.34 | 1.29 | 0.11 | 0.05 | NA | NA | … | … | 0.70 | 0.64 | 2.57 | -0.17 | -0.26 | -0.98 | -0.75 | 0.86 | 0.62 | -0.36 | 1.36 | -0.11 | -0.25 | 2.67 | -0.31 | -0.67 | 0.79 | 0.68 | -0.37 | 0.98 | 8.54 | -0.57 | -0.17 | 1.28 | 0.44 | -0.86 | -0.43 | 1.88 | 0.33 | -0.36 | 0.48 | 0.53 | 0.21 | -0.03 |
| Standard Deviation(%) | NA | 42.29 | 57.31 | 73.09 | 61.59 | NA | NA | … | … | 36.01 | 57.64 | 56.88 | 125.20 | 51.20 | 44.44 | 39.40 | 41.42 | 47.62 | 63.11 | 44.36 | 49.72 | 68.80 | 49.37 | 78.44 | 89.76 | 43.81 | 37.93 | 43.02 | 63.05 | 40.88 | 26.50 | 49.02 | 53.34 | 48.03 | 52.10 | 69.24 | 81.21 | 100.23 | 91.29 | 99.03 | 100.46 | 113.51 | 203.23 |
| Draw Down(%) | NA | 25.62 | 38.77 | 90.48 | 93.89 | NA | NA | … | … | 18.83 | 38.77 | 27.05 | 81.88 | 57.24 | 59.20 | 51.98 | 21.94 | 31.17 | 59.48 | 28.53 | 51.27 | 65.73 | 28.08 | 64.66 | 85.03 | 34.04 | 28.59 | 48.74 | 33.00 | 13.18 | 29.29 | 48.47 | 28.07 | 30.81 | 52.48 | 53.24 | 36.46 | 35.42 | 58.02 | 48.84 | 23.81 | 33.33 | 41.67 |
| Yield(%) | 0.00 | 3.30 | 8.50 | 1.37 | 0.63 | 0.40 | 1.64 | … | … | 1.36 | 3.74 | 4.22 | 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 | 0.00 | 0.00 |
Data as of 09/05/2023, Common starting date is 03/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDCE (PDC Energy Inc) |
-53.65%
Mar 2017 – Mar 2020 |
-35.13%
Mar 2015 – Mar 2020 |
-12.34%
Mar 2010 – Mar 2020 |
-11.33%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDCE (PDC Energy Inc) |
125.58%
Mar 2020 – Mar 2023 |
64.80%
Feb 2003 – Feb 2008 |
46.03%
Feb 1995 – Feb 2005 |
34.60%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart