Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROYTL (Pacific Coast Oil Trust) | -53.33% | -74.07% | -48.75% | -10.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROYTL (Pacific Coast Oil Trust) | 05/02/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -46.15 | -74.07 | -48.75 | -10.22 | NA | NA | NA | … | … | -53.33 | -38.46 | -38.10 | -8.70 | 155.56 | 125.00 | -84.91 | -76.55 |
| Sharpe Ratio | NA | -0.10 | -0.12 | 0.00 | NA | NA | NA | … | … | -0.04 | -0.30 | -0.22 | -0.21 | 1.46 | 0.51 | -0.56 | -0.40 |
| Standard Deviation(%) | NA | 534.95 | 333.73 | 282.38 | NA | NA | NA | … | … | 819.97 | 139.95 | 202.56 | 62.29 | 105.96 | 246.98 | 152.25 | 225.55 |
| Draw Down(%) | NA | 96.55 | 98.33 | 98.33 | NA | NA | NA | … | … | 95.00 | 50.00 | 85.71 | 33.33 | 45.95 | 72.22 | 91.67 | 91.15 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 0.32 | 0.24 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.73 | 4.60 |
Data as of 06/04/2026, Common starting date is 05/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYTL (Pacific Coast Oil Trust) |
-48.99%
Sep 2019 – Sep 2022 |
-32.48%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYTL (Pacific Coast Oil Trust) |
79.15%
Sep 2020 – Sep 2023 |
25.59%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart