Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDER (Pardee Resources Co) | -12.34% | -6.92% | 11.81% | 15.45% | 12.10% | 6.07% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDER (Pardee Resources Co) | 06/25/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | -6.92 | 11.81 | 15.45 | 12.10 | 6.07 | NA | … | … | -12.34 | 2.65 | 35.62 | 7.32 | 34.33 | 53.38 | 0.71 | 1.45 | -9.01 | 19.47 | 10.31 | -36.49 | 19.66 | 16.54 | -3.56 | -21.76 | 67.88 | -1.79 | -36.50 |
| Sharpe Ratio | NA | -0.31 | 0.32 | 0.48 | 0.30 | NA | NA | … | … | -1.12 | -0.01 | 0.96 | 0.16 | 0.93 | 1.51 | 0.01 | 0.00 | -0.41 | 0.56 | 0.22 | -1.23 | 0.79 | 0.45 | -0.08 | -0.60 | 1.51 | -0.05 | -0.96 |
| Standard Deviation(%) | NA | 26.27 | 28.25 | 29.19 | 35.87 | NA | NA | … | … | 22.73 | 27.34 | 33.19 | 23.02 | 35.52 | 35.58 | 64.18 | 30.20 | 25.74 | 33.86 | 45.73 | 29.68 | 24.92 | 36.57 | 43.60 | 36.63 | 44.79 | 38.31 | 61.12 |
| Draw Down(%) | NA | 16.00 | 20.09 | 20.09 | 36.32 | NA | NA | … | … | 16.00 | 17.01 | 12.46 | 13.93 | 13.83 | 10.00 | 30.35 | 9.00 | 17.09 | 15.33 | 22.64 | 41.92 | 13.53 | 16.17 | 25.16 | 24.30 | 13.66 | 23.83 | 45.17 |
| Yield(%) | 0.67 | 7.40 | 10.39 | 12.24 | 9.78 | 5.24 | 3.75 | … | … | 1.22 | 7.07 | 11.92 | 8.54 | 12.65 | 13.33 | 4.44 | 6.00 | 3.71 | 4.42 | 4.13 | 2.72 | 3.15 | 3.47 | 5.47 | 2.12 | 2.55 | 2.23 | 0.59 |
Data as of 06/04/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDER (Pardee Resources Co) |
-12.36%
Jul 2014 – Jul 2017 |
-9.75%
Apr 2015 – Apr 2020 |
-1.98%
Dec 2010 – Dec 2020 |
3.73%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDER (Pardee Resources Co) |
38.05%
Mar 2020 – Mar 2023 |
33.37%
Mar 2020 – Mar 2025 |
14.83%
Mar 2016 – Mar 2026 |
10.07%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart