Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSHIF (PetroShale Inc) | NA | -38.64% | -26.50% | 3.26% | -11.82% | NA | NA | … | … |
Data as of 03/10/2025, Common starting date is 04/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSHIF (PetroShale Inc) | 04/20/2012 | 03/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.00 | -38.64 | -26.50 | 3.26 | -11.82 | NA | NA | … | … | -3.57 | -35.71 | 7.69 | 21.87 | 220.00 | -79.17 | -42.17 | -52.02 | 321.95 | -18.00 | -54.55 | -18.52 | 27.36 | -39.43 |
| Sharpe Ratio | NA | -1.16 | -0.58 | 0.01 | -0.13 | NA | NA | … | … | -0.49 | -1.17 | 0.06 | 0.29 | 2.28 | -0.56 | -0.64 | -0.91 | 3.49 | -0.12 | -0.33 | -0.16 | 0.13 | -0.38 |
| Standard Deviation(%) | NA | 39.01 | 52.95 | 86.71 | 102.43 | NA | NA | … | … | 42.47 | 36.46 | 56.09 | 71.90 | 96.52 | 142.73 | 68.06 | 58.65 | 92.84 | 151.18 | 164.57 | 113.21 | 204.36 | 134.56 |
| Draw Down(%) | NA | 47.06 | 63.51 | 73.91 | 96.97 | NA | NA | … | … | 18.18 | 47.06 | 29.55 | 54.05 | 41.67 | 87.50 | 70.41 | 60.61 | 37.50 | 73.43 | 76.61 | 69.92 | 84.91 | 65.22 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/10/2025, Common starting date is 04/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHIF (PetroShale Inc) |
-61.44%
Nov 2017 – Nov 2020 |
-41.62%
Apr 2015 – Apr 2020 |
-17.72%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSHIF (PetroShale Inc) |
84.20%
Sep 2020 – Sep 2023 |
45.58%
Mar 2013 – Mar 2018 |
4.14%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart