Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TRRE (Terra Energy Res) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 08/18/2025, Common starting date is 06/05/2008
More Performance Analytics Comparison
Name Start Date End Date
TRRE (Terra Energy Res) 06/05/2008 08/18/2025
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 2011 2010 2009 2008
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 0.00 100.00 -60.94 113.52 130.33 22.00 -50.50 -92.52 -61.65 -85.33 -90.00 9.09 511.11 -95.50 -72.88 -65.29 1,107.00
Sharpe Ratio NA -0.25 -0.10 -0.05 -0.11 NA NA -0.26 -0.02 0.25 -0.22 0.52 0.46 0.09 -0.28 -0.30 -0.18 -0.41 -0.33 0.03 2.26 -0.16 -0.34 -0.11 30.37
Standard Deviation(%) NA 313.14 345.25 328.27 304.32 NA NA 358.05 330.35 391.32 288.00 308.34 279.09 237.49 183.81 313.68 349.84 210.11 275.12 324.58 229.69 584.32 214.07 581.94 318.23
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 80.00 85.71 80.47 75.00 75.79 60.12 73.33 98.14 85.80 91.03 98.33 77.55 74.00 96.40 78.95 85.45 67.33
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 0.00 0.00 0.00 0.00
Data as of 08/18/2025, Common starting date is 06/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRRE (Terra Energy Res) -90.16%
Apr 2014 – Apr 2017
-84.15%
Apr 2014 – Apr 2019
-72.95%
Apr 2009 – Apr 2019
-49.89%
Aug 2009 – Aug 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRRE (Terra Energy Res) 196.58%
Apr 2020 – Apr 2023
88.52%
Mar 2019 – Mar 2024
-24.21%
Apr 2015 – Apr 2025
-41.11%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return