Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTLE (Vital Energy Inc.) | NA | -35.75% | -29.30% | -2.19% | -18.64% | NA | NA | … | … |
Data as of 12/19/2025, Common starting date is 12/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTLE (Vital Energy Inc.) | 12/15/2011 | 12/19/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.75 | -29.30 | -2.19 | -18.64 | NA | NA | … | … | -42.04 | -35.39 | -11.53 | -14.49 | 205.23 | -65.68 | -20.72 | -65.88 | -24.96 | 76.97 | -22.80 | -62.62 | 52.48 | -18.57 | 23.20 |
| Sharpe Ratio | NA | -0.51 | -0.57 | -0.07 | -0.25 | NA | NA | … | … | -0.60 | -1.01 | -0.32 | -0.20 | 2.38 | -0.38 | -0.35 | -1.07 | -0.58 | 0.98 | -0.30 | -0.97 | 1.40 | -0.50 | 436.24 |
| Standard Deviation(%) | NA | 75.56 | 57.43 | 69.13 | 83.28 | NA | NA | … | … | 76.40 | 41.63 | 49.51 | 79.93 | 86.17 | 170.87 | 63.11 | 62.52 | 44.20 | 78.07 | 76.03 | 64.76 | 37.42 | 37.15 | 43.83 |
| Draw Down(%) | NA | 64.41 | 79.04 | 88.82 | 97.87 | NA | NA | … | … | 64.41 | 54.45 | 34.62 | 57.40 | 60.46 | 88.67 | 50.36 | 73.61 | 37.61 | 51.88 | 55.38 | 76.15 | 24.52 | 35.04 | 2.93 |
| 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 |
Data as of 12/19/2025, Common starting date is 12/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTLE (Vital Energy Inc.) |
-70.36%
Mar 2017 – Mar 2020 |
-50.69%
Mar 2015 – Mar 2020 |
-26.68%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTLE (Vital Energy Inc.) |
83.94%
Oct 2020 – Oct 2023 |
22.80%
Mar 2020 – Mar 2025 |
-14.87%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart