Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTRUF (Petrus Resources Ltd) | -4.72% | 36.63% | 15.05% | 20.20% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTRUF (Petrus Resources Ltd) | 01/11/2021 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 36.63 | 15.05 | 20.20 | NA | NA | NA | … | … | -4.72 | 51.72 | 9.41 | -45.39 | 183.89 | 243.37 |
| Sharpe Ratio | NA | 0.84 | 0.28 | 0.33 | NA | NA | NA | … | … | -0.29 | 1.41 | 0.16 | -0.84 | 1.94 | 2.65 |
| Standard Deviation(%) | NA | 40.54 | 41.78 | 65.32 | NA | NA | NA | … | … | 44.19 | 35.29 | 35.99 | 58.80 | 94.70 | 95.76 |
| Draw Down(%) | NA | 23.66 | 35.30 | 67.40 | NA | NA | NA | … | … | 23.66 | 14.80 | 13.80 | 54.67 | 50.00 | 47.89 |
| Yield(%) | 0.00 | 7.78 | 6.66 | 6.59 | 10.24 | 6.83 | 5.12 | … | … | 2.09 | 8.49 | 7.14 | 1.29 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRUF (Petrus Resources Ltd) |
-21.66%
May 2022 – May 2025 |
21.58%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRUF (Petrus Resources Ltd) |
65.20%
Feb 2021 – Feb 2024 |
47.83%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart