Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRGY (Crescent Energy Company) | 42.31% | 33.60% | 10.15% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRGY (Crescent Energy Company) | 12/08/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.02 | 33.60 | 10.15 | NA | NA | NA | NA | … | … | 42.31 | -39.60 | 15.16 | 15.58 | -1.55 | -24.61 |
| Sharpe Ratio | NA | 0.72 | 0.16 | NA | NA | NA | NA | … | … | 2.34 | -0.74 | 0.29 | 0.27 | -0.05 | -1.87 |
| Standard Deviation(%) | NA | 50.73 | 48.72 | NA | NA | NA | NA | … | … | 50.34 | 57.85 | 40.26 | 43.90 | 58.41 | 52.86 |
| Draw Down(%) | NA | 22.34 | 55.95 | NA | NA | NA | NA | … | … | 16.33 | 55.95 | 21.63 | 27.89 | 40.02 | 27.23 |
| Yield(%) | 0.00 | 5.23 | 4.81 | 2.81 | 1.40 | 0.94 | 0.70 | … | … | 2.82 | 3.23 | 3.73 | 4.63 | 4.68 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/08/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRGY (Crescent Energy Company) |
-19.00%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| CRGY (Crescent Energy Company) |
11.85%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart