Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TPZEF (Topaz Energy Corp) | -0.14% | 8.07% | 12.95% | NA | NA | NA | NA | 19.07% |
Data as of 07/21/2025, AR inception is 02/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPZEF (Topaz Energy Corp) | 02/22/2021 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 8.07 | 12.95 | NA | NA | NA | NA | 19.07 | -0.14 | 38.19 | 0.63 | 17.65 | 23.04 |
| Sharpe Ratio | NA | 0.21 | 0.35 | NA | NA | NA | NA | 0.39 | -0.14 | 1.64 | -0.11 | 0.43 | 0.45 |
| Standard Deviation(%) | NA | 27.06 | 28.07 | NA | NA | NA | NA | 37.84 | 30.03 | 21.07 | 29.00 | 38.28 | 59.70 |
| Draw Down(%) | NA | 26.13 | 26.13 | NA | NA | NA | NA | 35.34 | 22.20 | 12.69 | 20.40 | 25.50 | 35.34 |
| Yield(%) | 0.00 | 5.22 | 6.00 | 6.54 | 3.27 | 2.18 | 1.64 | 8.18 | 2.43 | 6.56 | 6.09 | 6.44 | 5.69 |
Data as of 07/21/2025, AR inception is 02/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPZEF (Topaz Energy Corp) |
3.01%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPZEF (Topaz Energy Corp) |
23.22%
Aug 2021 - Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart