Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AESI (Atlas Energy Solutions Inc.) | 75.37% | 25.33% | 1.46% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/09/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AESI (Atlas Energy Solutions Inc.) | 03/09/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.43 | 25.33 | 1.46 | NA | NA | NA | NA | … | … | 75.37 | -55.28 | 33.89 | 4.09 |
| Sharpe Ratio | NA | 0.52 | -0.01 | NA | NA | NA | NA | … | … | 4.64 | -0.98 | 0.78 | 0.04 |
| Standard Deviation(%) | NA | 59.82 | 49.77 | NA | NA | NA | NA | … | … | 59.70 | 59.80 | 38.91 | 37.26 |
| Draw Down(%) | NA | 43.54 | 65.91 | NA | NA | NA | NA | … | … | 20.65 | 65.91 | 26.36 | 31.29 |
| Yield(%) | 0.00 | 1.86 | 3.49 | 2.35 | 1.17 | 0.78 | 0.59 | … | … | 0.00 | 3.26 | 4.76 | 2.65 |
Data as of 06/09/2026, Common starting date is 03/09/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AESI (Atlas Energy Solutions Inc.) |
2.61%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AESI (Atlas Energy Solutions Inc.) |
5.90%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart