Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTE (Harvest Energy Trust) | NA | 32.07% | -12.64% | NA | NA | NA | NA | … | … |
Data as of 12/22/2009, Common starting date is 07/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTE (Harvest Energy Trust) | 07/22/2005 | 12/22/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 32.07 | -12.64 | NA | NA | NA | NA | … | … | 21.37 | -48.58 | 8.43 | -20.21 | 38.68 |
| Sharpe Ratio | NA | 0.45 | -0.23 | NA | NA | NA | NA | … | … | 0.30 | -0.72 | 0.18 | -0.75 | 2.81 |
| Standard Deviation(%) | NA | 71.67 | 61.30 | NA | NA | NA | NA | … | … | 72.30 | 68.55 | 29.96 | 31.49 | 37.82 |
| Draw Down(%) | NA | 66.96 | 86.94 | NA | NA | NA | NA | … | … | 66.96 | 67.55 | 35.93 | 29.10 | 19.55 |
| Yield(%) | 0.00 | 12.98 | 12.53 | 11.22 | 5.61 | 3.74 | 2.80 | … | … | 9.14 | 15.81 | 19.14 | 11.26 | 6.95 |
Data as of 12/22/2009, Common starting date is 07/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTE (Harvest Energy Trust) |
-40.68%
Mar 2006 – Mar 2009 |
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 |
|---|---|---|---|---|
| HTE (Harvest Energy Trust) |
0.25%
Aug 2005 – Aug 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart