Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEXNY (PTT Exploration & Production) | 42.58% | 9.23% | 5.59% | 6.29% | 11.67% | 1.75% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEXNY (PTT Exploration & Production) | 02/23/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.67 | 9.23 | 5.59 | 6.29 | 11.67 | 1.75 | NA | … | … | 42.58 | -41.15 | -56.35 | 160.68 | 53.01 | 5.72 | -10.78 | 21.22 | 26.42 | 17.74 | 71.87 | -51.01 | -36.89 | 3.76 | 10.29 | -3.65 | 29.58 |
| Sharpe Ratio | NA | 0.16 | 0.04 | 0.04 | 0.10 | NA | NA | … | … | 1.89 | -0.38 | -0.48 | 0.69 | 0.88 | 0.13 | -0.09 | 0.84 | 0.39 | 0.53 | 0.83 | -0.77 | -0.91 | 0.05 | 0.20 | -0.07 | 0.52 |
| Standard Deviation(%) | NA | 109.38 | 162.36 | 138.64 | 108.20 | NA | NA | … | … | 107.63 | 116.04 | 124.36 | 229.33 | 58.89 | 44.07 | 119.25 | 23.49 | 65.28 | 32.11 | 86.68 | 65.95 | 40.44 | 76.78 | 50.40 | 56.29 | 66.88 |
| Draw Down(%) | NA | 56.98 | 87.39 | 87.39 | 87.39 | NA | NA | … | … | 25.33 | 64.81 | 68.93 | 62.91 | 21.80 | 21.90 | 63.24 | 11.15 | 31.22 | 17.81 | 40.00 | 60.60 | 44.33 | 51.25 | 24.81 | 38.07 | 36.07 |
| Yield(%) | 0.00 | 6.69 | 6.68 | 6.32 | 8.98 | 2.99 | 3.34 | … | … | 4.69 | 5.99 | 2.14 | 5.25 | 5.64 | 4.08 | 4.11 | 4.87 | 4.90 | 4.38 | 5.17 | 2.16 | 3.62 | 3.61 | 3.42 | 3.00 | 1.73 |
Data as of 06/04/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEXNY (PTT Exploration & Production) |
-33.26%
Jan 2013 – Jan 2016 |
-20.07%
Jan 2011 – Jan 2016 |
-5.37%
Apr 2010 – Apr 2020 |
0.06%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEXNY (PTT Exploration & Production) |
101.46%
Oct 2020 – Oct 2023 |
39.22%
Oct 2018 – Oct 2023 |
18.46%
Sep 2013 – Sep 2023 |
7.56%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart