Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROYT (Pacific Coast Oil Trust) | NA | -77.41% | -63.74% | -32.11% | NA | NA | NA | … | … |
Data as of 01/22/2021, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROYT (Pacific Coast Oil Trust) | 05/03/2012 | 01/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.30 | -77.41 | -63.74 | -32.11 | NA | NA | NA | … | … | 59.18 | -85.29 | -67.72 | -15.46 | 81.31 | -18.94 | -74.27 | -59.54 | -26.87 | -13.30 |
| Sharpe Ratio | NA | -0.52 | -0.49 | -0.29 | NA | NA | NA | … | … | 2,621.73 | -0.57 | -0.55 | -0.82 | 1.10 | -0.65 | -1.57 | -2.10 | -2.22 | -1.81 |
| Standard Deviation(%) | NA | 149.00 | 133.20 | 111.71 | NA | NA | NA | … | … | 164.14 | 149.35 | 165.80 | 45.24 | 56.54 | 81.31 | 59.06 | 37.22 | 20.46 | 22.72 |
| Draw Down(%) | NA | 87.98 | 97.72 | 97.72 | NA | NA | NA | … | … | 12.94 | 92.16 | 91.49 | 48.44 | 35.29 | 54.13 | 83.01 | 64.56 | 34.00 | 20.10 |
| 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 |
Data as of 01/22/2021, Common starting date is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYT (Pacific Coast Oil Trust) |
-65.76%
Dec 2017 – Dec 2020 |
-51.41%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYT (Pacific Coast Oil Trust) |
25.77%
Feb 2016 – Feb 2019 |
-26.80%
Jul 2014 – Jul 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart