Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHX (PHX Minerals Inc) | NA | 42.22% | 16.39% | 11.28% | -12.81% | -6.04% | -1.06% | … | … |
Data as of 06/23/2025, Common starting date is 02/03/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHX (PHX Minerals Inc) | 02/03/1992 | 06/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 42.22 | 16.39 | 11.28 | -12.81 | -6.04 | -1.06 | … | … | 10.88 | 29.52 | -14.85 | 83.80 | -3.96 | -79.09 | -26.80 | -23.92 | -12.04 | 47.06 | -30.04 | 40.32 | 19.53 | -13.10 | 20.78 | 7.05 | 45.82 | -29.16 | 38.27 | -6.42 | 79.83 | 45.41 | 75.01 | 27.65 | 8.31 | 94.09 | 7.93 | -29.31 | -12.12 | 106.25 | 1.59 | 31.25 | -2.04 | 16.67 |
| Sharpe Ratio | NA | 1.15 | 0.31 | 0.16 | -0.26 | NA | NA | … | … | 0.51 | 0.89 | -0.44 | 1.24 | -0.05 | -0.86 | -0.86 | -0.75 | -0.32 | 1.02 | -0.59 | 0.73 | 0.61 | -0.34 | 0.43 | 0.14 | 0.55 | -0.30 | 1.18 | -0.27 | 1.58 | 0.87 | 2.01 | 0.77 | 0.16 | 1.74 | 0.08 | -0.43 | -0.20 | 1.70 | -0.08 | 0.72 | -0.07 | 0.40 |
| Standard Deviation(%) | NA | 36.17 | 42.50 | 57.58 | 53.99 | NA | NA | … | … | 42.67 | 29.26 | 41.98 | 67.01 | 73.34 | 91.81 | 33.02 | 33.93 | 39.42 | 46.05 | 50.85 | 55.20 | 32.04 | 39.39 | 48.45 | 49.05 | 82.76 | 100.03 | 29.98 | 36.53 | 49.21 | 50.94 | 36.97 | 34.50 | 37.41 | 51.56 | 54.50 | 76.34 | 79.43 | 59.55 | 28.29 | 38.94 | 56.69 | 39.89 |
| Draw Down(%) | NA | 17.02 | 44.11 | 51.14 | 94.59 | NA | NA | … | … | 17.02 | 12.98 | 41.14 | 43.55 | 49.07 | 87.08 | 34.69 | 36.37 | 24.54 | 27.60 | 44.71 | 51.69 | 14.25 | 27.08 | 25.78 | 29.32 | 44.27 | 62.68 | 18.74 | 24.21 | 32.08 | 26.06 | 17.60 | 22.19 | 35.57 | 23.44 | 36.36 | 52.24 | 34.12 | 22.79 | 11.11 | 11.11 | 21.57 | 19.61 |
| Yield(%) | 0.00 | 5.02 | 3.91 | 3.08 | 0.59 | 0.93 | 1.78 | … | … | 2.02 | 4.27 | 2.62 | 3.30 | 1.69 | 0.63 | 0.98 | 0.77 | 0.68 | 0.96 | 0.71 | 0.98 | 0.95 | 0.84 | 0.99 | 1.03 | 1.30 | 1.08 | 1.49 | 0.98 | 1.09 | 1.22 | 1.58 | 1.92 | 2.53 | 3.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/23/2025, Common starting date is 02/03/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHX (PHX Minerals Inc) |
-60.36%
Sep 2017 – Sep 2020 |
-38.77%
Oct 2015 – Oct 2020 |
-19.16%
Jul 2014 – Jul 2024 |
-11.65%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHX (PHX Minerals Inc) |
82.91%
Sep 2002 – Sep 2005 |
54.82%
Oct 2002 – Oct 2007 |
33.37%
Aug 1998 – Aug 2008 |
28.20%
Aug 1993 – Aug 2008 |
Annualized Rolling Returns Comparison Chart