Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZC (Cushing Renaissance Fund) | NA | -6.33% | -4.79% | -9.31% | -4.70% | NA | NA | … | … |
Data as of 12/30/2022, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZC (Cushing Renaissance Fund) | 09/26/2012 | 12/30/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | -6.33 | -4.79 | -9.31 | -4.70 | NA | NA | … | … | -7.58 | 27.68 | -26.97 | 3.72 | -30.54 | 19.11 | 25.24 | -31.41 | -13.41 | 12.28 | -9.01 |
| Sharpe Ratio | NA | -0.23 | -0.11 | -0.26 | -0.16 | NA | NA | … | … | -0.27 | 1.17 | -0.38 | 0.12 | -1.27 | 1.18 | 1.01 | -1.31 | -0.72 | 0.82 | -1.73 |
| Standard Deviation(%) | NA | 33.18 | 47.03 | 39.06 | 31.05 | NA | NA | … | … | 33.22 | 23.63 | 70.56 | 18.85 | 25.06 | 15.71 | 24.78 | 24.02 | 18.75 | 14.88 | 17.96 |
| Draw Down(%) | NA | 22.23 | 71.06 | 79.66 | 84.07 | NA | NA | … | … | 22.23 | 17.99 | 71.06 | 26.36 | 36.47 | 12.59 | 20.53 | 41.36 | 30.54 | 14.75 | 12.26 |
| Yield(%) | 0.00 | 5.81 | 4.68 | 2.72 | 2.13 | 1.30 | 0.98 | … | … | 5.60 | 6.96 | 4.71 | 2.94 | 2.05 | 2.01 | 2.98 | 1.96 | 1.69 | 1.80 | 0.26 |
Data as of 12/30/2022, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZC (Cushing Renaissance Fund) |
-28.66%
Mar 2017 – Mar 2020 |
-19.91%
Mar 2015 – Mar 2020 |
-5.06%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZC (Cushing Renaissance Fund) |
13.41%
Sep 2015 – Sep 2018 |
-0.10%
Dec 2012 – Dec 2017 |
-4.02%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart