Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMGYF (Perpetual Energy Inc) | NA | -29.55% | -12.33% | 23.03% | -34.95% | -30.90% | -25.04% | … | … |
Data as of 11/04/2024, Common starting date is 04/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMGYF (Perpetual Energy Inc) | 04/01/2004 | 11/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -29.55 | -12.33 | 23.03 | -34.95 | -30.90 | -25.04 | … | … | -8.82 | -35.85 | 15.22 | 557.14 | 40.00 | -68.75 | -81.61 | -47.27 | 175.00 | -96.78 | -8.82 | -11.30 | 1.77 | -69.32 | -11.50 | 41.14 | -23.74 | -31.06 | -36.25 | 64.96 | 58.37 |
| Sharpe Ratio | NA | -0.57 | -0.21 | 0.15 | -0.30 | NA | NA | … | … | -0.28 | -0.69 | 0.15 | 4.17 | 0.18 | -0.48 | -0.82 | -0.80 | 1.24 | -0.85 | -0.16 | -0.25 | 0.02 | -1.12 | -0.41 | 0.69 | -0.39 | -0.94 | -0.96 | 1.65 | 2.71 |
| Standard Deviation(%) | NA | 63.60 | 75.93 | 134.95 | 122.21 | NA | NA | … | … | 62.51 | 58.74 | 92.00 | 133.66 | 216.05 | 146.11 | 101.24 | 60.38 | 140.79 | 113.41 | 56.74 | 45.02 | 71.30 | 61.71 | 28.54 | 59.25 | 62.76 | 36.46 | 41.37 | 38.04 | 30.86 |
| Draw Down(%) | NA | 38.64 | 82.58 | 84.62 | 99.93 | NA | NA | … | … | 35.71 | 46.55 | 70.97 | 37.10 | 83.33 | 86.67 | 83.91 | 56.07 | 50.00 | 96.95 | 62.79 | 31.90 | 53.60 | 74.88 | 24.83 | 52.90 | 59.74 | 47.33 | 41.94 | 18.91 | 11.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.17 | 3.39 | … | … | 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 | 4.96 | 10.49 | 12.80 | 17.26 | 13.79 | 10.86 | 16.93 | 9.03 |
Data as of 11/04/2024, Common starting date is 04/01/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMGYF (Perpetual Energy Inc) |
-75.46%
Oct 2015 – Oct 2018 |
-71.88%
Mar 2015 – Mar 2020 |
-54.59%
Mar 2010 – Mar 2020 |
-42.44%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMGYF (Perpetual Energy Inc) |
150.22%
Mar 2020 – Mar 2023 |
23.03%
Oct 2019 – Oct 2024 |
-4.19%
Jun 2004 – Jun 2014 |
-25.85%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart