Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VNOM (Viper Energy, Inc.) | 23.18% | 22.07% | 27.99% | 27.76% | 15.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VNOM (Viper Energy, Inc.) | 06/19/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.04 | 22.07 | 27.99 | 27.76 | 15.87 | NA | NA | … | … | 23.18 | -16.58 | 65.52 | 4.83 | 61.69 | 94.12 | -50.72 | 0.64 | 19.65 | 55.87 | 20.46 | -18.92 | -44.90 |
| Sharpe Ratio | NA | 0.59 | 0.76 | 0.71 | 0.31 | NA | NA | … | … | 1.92 | -0.54 | 2.07 | 0.04 | 1.29 | 2.19 | -0.51 | -0.02 | 0.42 | 2.06 | 0.52 | -0.40 | -1.30 |
| Standard Deviation(%) | NA | 29.56 | 31.03 | 36.03 | 46.95 | NA | NA | … | … | 29.42 | 35.88 | 29.96 | 30.12 | 46.84 | 43.04 | 98.91 | 37.08 | 43.67 | 26.89 | 39.26 | 46.90 | 51.66 |
| Draw Down(%) | NA | 14.09 | 34.46 | 34.46 | 86.96 | NA | NA | … | … | 10.72 | 27.93 | 15.76 | 23.26 | 32.44 | 19.27 | 80.19 | 35.64 | 46.67 | 16.05 | 29.09 | 34.49 | 57.25 |
| Yield(%) | 0.00 | 5.75 | 8.70 | 11.60 | 8.96 | 3.79 | 2.84 | … | … | 3.09 | 4.67 | 7.76 | 6.03 | 10.87 | 9.03 | 2.63 | 6.80 | 8.98 | 7.56 | 5.61 | 4.36 | 0.75 |
Data as of 06/04/2026, Common starting date is 06/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNOM (Viper Energy, Inc.) |
-24.61%
Oct 2017 – Oct 2020 |
-13.21%
Mar 2015 – Mar 2020 |
9.66%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VNOM (Viper Energy, Inc.) |
71.58%
Mar 2020 – Mar 2023 |
55.68%
Mar 2020 – Mar 2025 |
18.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart