Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CGCAX (Cushing Global Clean Equity Fund) NA -37.25% -21.95% NA NA NA NA
Data as of 10/09/2023, Common starting date is 02/03/2020
More Performance Analytics Comparison
Name Start Date End Date
CGCAX (Cushing Global Clean Equity Fund) 02/03/2020 10/09/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020
Annualized Return (%) 0.16 -37.25 -21.95 NA NA NA NA -38.39 -31.09 -25.41 121.51
Sharpe Ratio NA -1.02 -0.59 NA NA NA NA -1.24 -0.72 -0.72 3.35
Standard Deviation(%) NA 41.20 39.82 NA NA NA NA 41.32 45.02 35.14 41.14
Draw Down(%) NA 46.15 70.40 NA NA NA NA 45.70 38.88 39.21 40.93
Yield(%) 0.00 5.00 6.15 6.52 3.26 2.17 1.63 4.78 0.65 9.25 5.44
Data as of 10/09/2023, Common starting date is 02/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGCAX (Cushing Global Clean Equity Fund) -19.81%
Sep 2020 – Sep 2023
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
CGCAX (Cushing Global Clean Equity Fund) 21.45%
Mar 2020 – Mar 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return