Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRKX (Trek Resources Inc) | NA | -21.05% | -0.44% | 6.02% | -0.77% | NA | NA | … | … |
Data as of 08/22/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRKX (Trek Resources Inc) | 09/26/2012 | 08/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.05 | -0.44 | 6.02 | -0.77 | NA | NA | … | … | 0.00 | 0.00 | 17.19 | 20.30 | -15.56 | -21.25 | 31.15 | 32.58 | -7.98 | -37.19 | -43.14 | 40.00 | 26.58 | 13.79 |
| Sharpe Ratio | NA | -1.02 | -0.08 | 0.05 | -0.03 | NA | NA | … | … | 0.00 | -0.20 | 0.16 | 0.73 | -0.22 | -0.12 | 0.73 | 0.47 | -0.16 | -0.95 | -1.09 | 1.64 | 0.96 | 3.33 |
| Standard Deviation(%) | NA | 23.73 | 50.65 | 76.61 | 73.12 | NA | NA | … | … | NA | 33.63 | 79.49 | 25.95 | 74.06 | 171.98 | 40.83 | 66.89 | 53.86 | 39.31 | 39.65 | 24.39 | 27.68 | 19.90 |
| Draw Down(%) | NA | 21.05 | 47.37 | 63.57 | 67.78 | NA | NA | … | … | 0.00 | 21.05 | 37.50 | 15.79 | 44.00 | 67.78 | 15.00 | 27.86 | 27.86 | 49.75 | 46.14 | 7.09 | 10.99 | 2.56 |
| 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 | 0.00 |
Data as of 08/22/2025, 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 |
|---|---|---|---|---|
| TRKX (Trek Resources Inc) |
-33.73%
Jun 2014 – Jun 2017 |
-15.26%
Mar 2015 – Mar 2020 |
-6.70%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRKX (Trek Resources Inc) |
28.44%
Mar 2020 – Mar 2023 |
16.20%
Mar 2020 – Mar 2025 |
0.54%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart