Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTRDF (ROK Resources Inc) | NA | 10.53% | -46.95% | -24.74% | -24.94% | NA | NA | … | … |
Data as of 06/27/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTRDF (ROK Resources Inc) | 06/19/2012 | 06/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.00 | 10.53 | -46.95 | -24.74 | -24.94 | NA | NA | … | … | -38.24 | 147.09 | 39.60 | 109.38 | 150.00 | -73.20 | 40.58 | -94.20 | 108.96 | -73.53 | -62.01 | -39.47 |
| Sharpe Ratio | NA | 0.06 | -0.10 | -0.07 | -0.08 | NA | NA | … | … | -0.72 | 0.47 | 1.50 | 0.16 | 1.58 | -0.71 | 0.56 | -0.16 | 1.02 | -0.41 | -0.45 | -0.62 |
| Standard Deviation(%) | NA | 128.07 | 484.65 | 376.87 | 323.22 | NA | NA | … | … | 94.65 | 314.20 | 45.78 | 694.33 | 93.93 | 105.56 | 71.48 | 580.43 | 106.64 | 181.11 | 138.90 | 98.45 |
| Draw Down(%) | NA | 54.35 | 99.39 | 99.39 | 99.89 | NA | NA | … | … | 41.67 | 88.46 | 10.21 | 99.39 | 35.00 | 75.26 | 36.03 | 98.05 | 49.31 | 84.49 | 83.84 | 48.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 5.68 | 1.50 | 1.12 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 176.62 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/27/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRDF (ROK Resources Inc) |
-58.68%
Sep 2012 – Sep 2015 |
-37.40%
Jul 2017 – Jul 2022 |
-30.79%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRDF (ROK Resources Inc) |
63.29%
Jul 2018 – Jul 2021 |
46.81%
Jul 2016 – Jul 2021 |
-23.93%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart