Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSRV (The Reserve Petroleum Company) | 2.39% | -4.66% | -6.66% | 7.72% | -3.88% | 0.90% | NA | 3.98% |
Data as of 07/24/2025, AR inception is 05/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSRV (The Reserve Petroleum Company) | 05/09/2007 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.71 | -4.66 | -6.66 | 7.72 | -3.88 | 0.90 | NA | 3.98 | 2.39 | -1.88 | -23.27 | 42.05 | 27.17 | -28.43 | 8.92 | -8.16 | 11.96 | -8.39 | -36.56 | -12.31 | 50.90 | 2.49 | -3.23 | 39.57 | -29.67 | 31.08 | 84.23 |
| Sharpe Ratio | NA | -0.05 | -0.23 | 0.15 | -0.11 | NA | NA | 0.06 | 0.28 | -0.15 | -0.89 | 0.86 | 0.54 | -0.47 | 0.27 | -0.34 | 0.26 | -0.25 | -0.98 | -0.28 | 1.48 | 0.04 | -0.06 | 0.51 | -0.31 | 0.31 | 1.75 |
| Standard Deviation(%) | NA | 43.76 | 38.83 | 43.94 | 41.73 | NA | NA | 56.28 | 48.46 | 36.55 | 30.32 | 47.40 | 49.98 | 60.79 | 27.11 | 28.20 | 43.90 | 34.62 | 37.40 | 44.54 | 34.33 | 62.56 | 54.87 | 77.63 | 96.36 | 96.33 | 87.97 |
| Draw Down(%) | NA | 15.10 | 34.38 | 34.38 | 59.53 | NA | NA | 72.01 | 15.10 | 14.69 | 29.87 | 19.60 | 15.78 | 41.86 | 13.64 | 18.45 | 27.25 | 31.11 | 43.64 | 29.80 | 11.00 | 24.01 | 39.00 | 31.64 | 42.09 | 45.84 | 36.73 |
| Yield(%) | 0.00 | 0.57 | 3.08 | 5.26 | 1.74 | 3.57 | 5.74 | 6.38 | 0.62 | 5.71 | 4.17 | 5.68 | 3.57 | 2.41 | 3.54 | 2.27 | 0.00 | 2.22 | 2.73 | 4.82 | 3.23 | 6.62 | 3.12 | 3.39 | 2.82 | 13.33 | 3.55 |
Data as of 07/24/2025, AR inception is 05/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSRV (The Reserve Petroleum Company) |
-21.02%
Sep 2014 - Sep 2017 |
-17.50%
Apr 2015 - Apr 2020 |
-6.69%
Mar 2011 - Mar 2021 |
-1.54%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSRV (The Reserve Petroleum Company) |
25.62%
Apr 2020 - Apr 2023 |
21.14%
Aug 2009 - Aug 2014 |
5.12%
Jun 2007 - Jun 2017 |
5.45%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart