Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRB (Peak Resources LP) | NA | 2.10% | 0.96% | 0.92% | 1.15% | NA | NA | … | … |
Data as of 06/28/2019, Common starting date is 02/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRB (Peak Resources LP) | 02/04/2009 | 06/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.10 | 0.96 | 0.92 | 1.15 | NA | NA | … | … | 1.17 | 1.82 | 1.59 | -0.82 | 1.99 | -0.06 | -2.25 | 2.16 | 3.17 | 0.71 | 1.99 |
| Sharpe Ratio | NA | 0.26 | 0.00 | 0.05 | 0.16 | NA | NA | … | … | 0.72 | 0.13 | 0.34 | -0.33 | 0.15 | -0.02 | -0.49 | 0.54 | 0.61 | 0.20 | 0.43 |
| Standard Deviation(%) | NA | 2.07 | 3.11 | 6.54 | 5.48 | NA | NA | … | … | 1.06 | 3.81 | 2.86 | 3.10 | 12.90 | 3.43 | 4.62 | 3.90 | 5.13 | 3.17 | 4.92 |
| Draw Down(%) | NA | 1.03 | 2.41 | 9.42 | 10.74 | NA | NA | … | … | 0.30 | 1.03 | 1.21 | 2.56 | 9.15 | 1.86 | 5.16 | 1.52 | 1.81 | 2.82 | 2.21 |
| Yield(%) | 0.00 | 1.22 | 1.11 | 0.95 | 1.18 | 0.80 | 0.60 | … | … | 0.47 | 1.31 | 1.18 | 0.64 | 0.70 | 0.97 | 1.20 | 1.52 | 1.37 | 1.60 | 1.13 |
Data as of 06/28/2019, Common starting date is 02/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRB (Peak Resources LP) |
-0.58%
Nov 2012 – Nov 2015 |
-0.09%
Nov 2012 – Nov 2017 |
1.10%
Apr 2009 – Apr 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRB (Peak Resources LP) |
2.57%
Oct 2009 – Oct 2012 |
1.42%
Jun 2009 – Jun 2014 |
1.19%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart