Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SDR (SandRidge Mississippian Trust II) NA -83.74% -45.79% -39.37% NA NA NA
Data as of 11/13/2019, Common starting date is 04/19/2012
More Performance Analytics Comparison
Name Start Date End Date
SDR (SandRidge Mississippian Trust II) 04/19/2012 11/13/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -43.80 -83.74 -45.79 -39.37 NA NA NA -81.25 0.00 -39.72 -28.06 -50.63 -55.54 -45.11 -25.20
Sharpe Ratio NA -0.89 -0.70 -0.62 NA NA NA -0.86 -0.02 -1.19 -0.44 -0.79 -1.42 -1.16 -1.15
Standard Deviation(%) NA 95.62 66.35 65.11 NA NA NA 100.60 57.99 33.87 64.13 63.83 39.00 38.81 29.78
Draw Down(%) NA 85.69 91.26 92.52 NA NA NA 85.69 60.20 55.17 51.43 73.02 61.81 54.36 35.24
Yield(%) 0.00 10.71 12.98 9.15 3.67 2.45 1.84 12.21 23.52 16.29 20.36 33.22 22.39 13.83 6.27
Data as of 11/13/2019, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDR (SandRidge Mississippian Trust II) -39.99%
Jan 2013 – Jan 2016
-33.55%
Oct 2014 – Oct 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SDR (SandRidge Mississippian Trust II) 3.95%
Sep 2015 – Sep 2018
-12.80%
Jun 2013 – Jun 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return