Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TTYP (Trinity Petroleum Trust) | 8.78% | 5.56% | 0.89% | 8.58% | 14.54% | 11.46% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTYP (Trinity Petroleum Trust) | 01/31/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.56 | 0.89 | 8.58 | 14.54 | 11.46 | NA | … | … | 8.78 | -24.63 | -7.48 | 36.79 | 37.83 | 1.91 | -30.89 | 38.56 | 100.85 | -4.49 | -13.14 | -15.76 | -0.58 | 66.98 | 8.34 | 73.11 | 122.83 | 29.82 | -7.34 |
| Sharpe Ratio | NA | 0.13 | -0.12 | 0.20 | 0.25 | NA | NA | … | … | 1.04 | -1.16 | -2.06 | 1.68 | 1.61 | 0.03 | -0.51 | 0.48 | 1.95 | -0.08 | -0.17 | -0.16 | -0.01 | 3.04 | 0.27 | 1.47 | 2.57 | 0.98 | -0.20 |
| Standard Deviation(%) | NA | 22.57 | 19.04 | 30.03 | 51.55 | NA | NA | … | … | 19.59 | 24.06 | 6.97 | 19.54 | 22.78 | 57.35 | 60.80 | 77.29 | 51.09 | 62.41 | 79.43 | 96.41 | 76.65 | 22.04 | 30.65 | 49.76 | 47.76 | 30.34 | 43.59 |
| Draw Down(%) | NA | 19.17 | 28.68 | 36.87 | 57.03 | NA | NA | … | … | 9.26 | 24.63 | 7.48 | 9.95 | 12.36 | 36.87 | 41.86 | 37.71 | 20.87 | 31.44 | 37.22 | 40.00 | 47.20 | 6.68 | 14.29 | 22.56 | 13.94 | 17.31 | 30.82 |
| Yield(%) | 0.00 | 0.00 | 8.63 | 11.97 | 17.47 | 12.67 | 19.26 | … | … | 0.00 | 0.00 | 7.85 | 20.23 | 25.75 | 12.74 | 9.71 | 17.87 | 33.57 | 10.78 | 10.56 | 12.51 | 17.27 | 24.40 | 19.78 | 23.37 | 32.02 | 22.09 | 28.13 |
Data as of 06/03/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTYP (Trinity Petroleum Trust) |
-16.04%
Sep 2014 – Sep 2017 |
0.78%
Jun 2015 – Jun 2020 |
4.60%
Jun 2015 – Jun 2025 |
10.93%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTYP (Trinity Petroleum Trust) |
75.56%
Mar 2009 – Mar 2012 |
60.18%
Mar 2009 – Mar 2014 |
30.87%
Mar 2009 – Mar 2019 |
23.64%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart
