Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VOC (VOC Energy Trust) | 12.19% | 17.90% | -18.60% | 5.91% | 11.85% | -1.65% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOC (VOC Energy Trust) | 05/09/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 17.90 | -18.60 | 5.91 | 11.85 | -1.65 | NA | … | … | 12.19 | -35.74 | -24.87 | -23.37 | 161.41 | 138.08 | -47.61 | 45.58 | -30.70 | 108.64 | 41.11 | -49.28 | -58.03 | 27.20 | -35.23 | 9.31 |
| Sharpe Ratio | NA | 0.16 | -0.55 | 0.09 | 0.17 | NA | NA | … | … | 0.70 | -0.81 | -0.85 | -0.56 | 2.42 | 2.97 | -0.52 | 1.00 | -0.64 | 2.30 | 0.77 | -0.98 | -1.35 | 0.97 | -1.01 | 0.45 |
| Standard Deviation(%) | NA | 40.69 | 41.23 | 49.08 | 54.14 | NA | NA | … | … | 48.07 | 47.80 | 33.70 | 48.61 | 66.43 | 46.54 | 91.12 | 44.02 | 50.56 | 47.30 | 52.78 | 50.51 | 43.04 | 28.13 | 35.14 | 32.58 |
| Draw Down(%) | NA | 21.62 | 71.12 | 75.56 | 78.42 | NA | NA | … | … | 19.08 | 49.67 | 35.64 | 45.21 | 29.49 | 26.17 | 73.79 | 34.80 | 42.80 | 35.17 | 25.44 | 60.72 | 68.32 | 18.34 | 42.96 | 19.31 |
| Yield(%) | 0.00 | 14.73 | 7.83 | 18.83 | 20.27 | 4.39 | 3.25 | … | … | 6.68 | 8.90 | 9.89 | 8.87 | 26.56 | 21.25 | 4.80 | 18.29 | 12.24 | 15.28 | 11.18 | 8.79 | 12.63 | 12.59 | 9.65 | 6.58 |
Data as of 06/05/2026, Common starting date is 05/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOC (VOC Energy Trust) |
-36.93%
Nov 2013 – Nov 2016 |
-25.75%
Aug 2011 – Aug 2016 |
-5.33%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOC (VOC Energy Trust) |
110.27%
Sep 2020 – Sep 2023 |
33.58%
Oct 2017 – Oct 2022 |
15.42%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart