Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XSRFX (Cushing Royalty Income Fund) | NA | -34.42% | -15.25% | -23.66% | NA | NA | NA | -27.38% |
Data as of 06/04/2020, AR inception is 04/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSRFX (Cushing Royalty Income Fund) | 04/12/2012 | 06/04/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | -34.42 | -15.25 | -23.66 | NA | NA | NA | -27.38 | -32.51 | 1.46 | -29.96 | -7.15 | 19.44 | -73.69 | -52.62 | 0.44 | -16.43 |
| Sharpe Ratio | NA | -0.77 | -0.60 | -0.86 | NA | NA | NA | -0.65 | -0.85 | 0.00 | -1.27 | -0.43 | 0.60 | -2.04 | -1.28 | 0.01 | -0.21 |
| Standard Deviation(%) | NA | 50.94 | 34.75 | 34.05 | NA | NA | NA | 46.85 | 71.87 | 25.24 | 24.68 | 18.25 | 31.84 | 36.18 | 41.23 | 46.55 | 105.11 |
| Draw Down(%) | NA | 65.89 | 74.81 | 89.38 | NA | NA | NA | 96.90 | 62.91 | 29.69 | 39.98 | 24.92 | 27.88 | 76.37 | 59.01 | 19.64 | 18.20 |
| Yield(%) | 0.00 | 4.78 | 4.57 | 2.36 | 1.83 | 1.22 | 0.91 | 2.29 | 1.56 | 6.15 | 4.36 | 4.07 | 8.73 | 2.98 | 13.62 | 5.14 | 0.00 |
Data as of 06/04/2020, AR inception is 04/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSRFX (Cushing Royalty Income Fund) |
-54.55%
Feb 2013 - Feb 2016 |
-36.13%
Aug 2014 - Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSRFX (Cushing Royalty Income Fund) |
9.86%
Feb 2016 - Feb 2019 |
-21.25%
Jan 2015 - Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart