Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZPTAF (Surge Energy Inc.) | 55.66% | 104.49% | 18.11% | 18.49% | 12.57% | 11.95% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZPTAF (Surge Energy Inc.) | 04/06/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.36 | 104.49 | 18.11 | 18.49 | 12.57 | 11.95 | NA | … | … | 55.66 | 34.92 | -11.00 | -22.68 | 97.37 | 70.62 | -72.06 | 82.77 | -3.45 | -6.01 | 135.52 | 10.44 | 9.35 | 54.79 | -39.49 | 26.44 | -7.42 |
| Sharpe Ratio | NA | 2.21 | 0.27 | 0.31 | 0.16 | NA | NA | … | … | 3.02 | 0.76 | -0.44 | -0.69 | 1.48 | 0.91 | -0.60 | 1.57 | -0.09 | -0.15 | 2.05 | 0.13 | 0.18 | 0.97 | -0.94 | 0.59 | -0.26 |
| Standard Deviation(%) | NA | 36.73 | 37.93 | 48.42 | 62.37 | NA | NA | … | … | 39.17 | 42.23 | 33.42 | 38.33 | 65.33 | 77.33 | 120.84 | 51.66 | 52.73 | 43.38 | 65.89 | 82.89 | 51.96 | 56.27 | 42.51 | 44.70 | 37.45 |
| Draw Down(%) | NA | 16.49 | 49.71 | 63.86 | 86.65 | NA | NA | … | … | 11.46 | 27.10 | 38.80 | 34.46 | 49.91 | 44.75 | 86.65 | 25.51 | 46.98 | 35.41 | 32.05 | 48.87 | 54.79 | 50.00 | 49.86 | 36.03 | 32.42 |
| Yield(%) | 0.45 | 9.43 | 6.35 | 57.23 | 18.38 | 7.97 | 7.74 | … | … | 3.10 | 8.90 | 7.41 | 5.86 | 5.06 | 0.00 | 0.90 | 63.96 | 36.26 | 23.60 | 41.67 | 57.55 | 68.97 | 30.33 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZPTAF (Surge Energy Inc.) |
-34.35%
Oct 2017 – Oct 2020 |
-15.15%
Oct 2015 – Oct 2020 |
0.19%
Oct 2010 – Oct 2020 |
10.83%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZPTAF (Surge Energy Inc.) |
87.79%
Oct 2020 – Oct 2023 |
56.44%
Apr 2013 – Apr 2018 |
28.32%
Apr 2013 – Apr 2023 |
13.28%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart