Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PSUD (Petrosun Inc) -100.00% -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 03/16/2026, Common starting date is 07/28/2010
More Performance Analytics Comparison
Name Start Date End Date
PSUD (Petrosun Inc) 07/28/2010 03/16/2026
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 (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 -50.00 -60.00 -28.57 -85.11 422.22 50.00 -50.00 971.43 173.17 -12.77 -41.25 33.33 757.14 -92.22 -40.00 -50.00
Sharpe Ratio NA -0.15 -0.18 -0.14 0.02 NA NA 0.00 -0.13 -0.19 -0.12 -0.55 2.21 0.29 -0.25 3.45 0.49 -0.06 -0.17 0.08 1.43 -0.19 -0.17 -0.29
Standard Deviation(%) NA 361.58 344.91 287.75 271.36 NA NA 0.00 415.02 354.22 266.46 156.56 191.39 173.77 207.92 281.44 351.79 205.03 246.42 407.23 529.53 483.38 240.65 271.25
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 50.00 83.33 88.89 93.88 58.80 57.53 62.50 63.91 87.13 66.33 80.00 72.22 90.00 98.00 71.88 58.90
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 0.00 0.00 0.00
Data as of 03/16/2026, Common starting date is 07/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSUD (Petrosun Inc) -70.51%
Sep 2021 – Sep 2024
-42.57%
Jan 2021 – Jan 2026
-6.46%
Jun 2015 – Jun 2025
-7.06%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PSUD (Petrosun Inc) 232.22%
Jul 2018 – Jul 2021
183.77%
Aug 2016 – Aug 2021
58.49%
Dec 2012 – Dec 2022
0.00%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return