Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRCI (SRC Energy Inc) | NA | -22.33% | -23.14% | -21.35% | 7.18% | NA | NA | … | … |
Data as of 01/14/2020, Common starting date is 02/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRCI (SRC Energy Inc) | 02/28/2008 | 01/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.05 | -22.33 | -23.14 | -21.35 | 7.18 | NA | NA | … | … | -2.91 | -12.34 | -44.90 | -4.26 | 4.58 | -32.06 | 35.42 | 71.80 | 89.12 | 0.00 | 54.05 | -7.50 | -42.86 |
| Sharpe Ratio | NA | -0.79 | -0.88 | -0.85 | -0.23 | NA | NA | … | … | -1.28 | -0.61 | -1.36 | -0.58 | -0.46 | -1.05 | 0.26 | 1.20 | 1.45 | -0.29 | 0.36 | -0.28 | -0.49 |
| Standard Deviation(%) | NA | 57.51 | 50.12 | 52.59 | 59.98 | NA | NA | … | … | 44.74 | 58.35 | 49.02 | 41.02 | 63.60 | 48.26 | 64.11 | 44.36 | 49.21 | 64.32 | 97.56 | 92.49 | 145.80 |
| Draw Down(%) | NA | 53.15 | 76.52 | 76.52 | 77.39 | NA | NA | … | … | 8.28 | 53.15 | 69.53 | 30.80 | 38.39 | 37.47 | 37.90 | 20.78 | 32.42 | 48.51 | 47.93 | 50.00 | 70.59 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 01/14/2020, Common starting date is 02/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRCI (SRC Energy Inc) |
-27.81%
Nov 2016 – Nov 2019 |
-23.86%
Oct 2014 – Oct 2019 |
5.91%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRCI (SRC Energy Inc) |
66.36%
Oct 2010 – Oct 2013 |
63.84%
Aug 2009 – Aug 2014 |
24.05%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart