Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIRZF (Sir Royalty Income Fund) | 15.32% | 27.12% | 3.69% | 18.21% | 8.54% | 8.41% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIRZF (Sir Royalty Income Fund) | 10/18/2010 | 06/03/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.12 | 3.69 | 18.21 | 8.54 | 8.41 | NA | … | … | 15.32 | 22.86 | -20.88 | 7.09 | 57.22 | 296.29 | -63.14 | -36.02 | 1.40 | 18.22 | 16.72 | -3.62 | -11.65 | 19.76 | 44.36 | -1.47 | 16.57 |
| Sharpe Ratio | NA | 1.66 | 0.02 | 0.60 | 0.14 | NA | NA | … | … | 2.15 | 1.29 | -1.27 | 0.13 | 1.45 | 4.06 | -0.56 | -1.13 | 0.00 | 1.68 | 1.10 | -0.29 | -0.94 | 1.68 | 2.30 | -0.04 | 9.44 |
| Standard Deviation(%) | NA | 17.37 | 17.41 | 29.75 | 47.81 | NA | NA | … | … | 18.24 | 15.62 | 19.24 | 26.80 | 37.90 | 75.15 | 112.86 | 33.25 | 15.93 | 10.48 | 14.95 | 12.76 | 12.47 | 11.72 | 19.45 | 41.50 | 11.67 |
| Draw Down(%) | NA | 5.55 | 25.40 | 25.40 | 90.41 | NA | NA | … | … | 3.03 | 5.55 | 23.92 | 14.56 | 14.33 | 20.56 | 82.71 | 49.94 | 12.01 | 4.81 | 9.66 | 13.10 | 12.38 | 7.48 | 7.95 | 34.10 | 1.39 |
| Yield(%) | 0.00 | 8.62 | 6.06 | 10.78 | 7.16 | 7.60 | 7.00 | … | … | 3.02 | 9.59 | 5.14 | 7.19 | 10.93 | 8.91 | 3.08 | 8.69 | 8.24 | 8.33 | 8.64 | 8.17 | 7.73 | 8.58 | 11.51 | 9.75 | 3.52 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRZF (Sir Royalty Income Fund) |
-51.21%
Sep 2017 – Sep 2020 |
-30.20%
Oct 2015 – Oct 2020 |
-7.10%
Dec 2010 – Dec 2020 |
7.84%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIRZF (Sir Royalty Income Fund) |
129.35%
Oct 2020 – Oct 2023 |
68.31%
Sep 2020 – Sep 2025 |
10.32%
Oct 2011 – Oct 2021 |
8.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart