Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMPPP (Imperial Petroleum Inc Preferred Series A) | 1.07% | 12.52% | 19.32% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMPPP (Imperial Petroleum Inc Preferred Series A) | 12/06/2021 | 06/09/2026 |
| 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 (%) | -0.69 | 12.52 | 19.32 | NA | NA | NA | NA | … | … | 1.07 | 14.37 | 30.25 | 13.89 | 31.00 | -4.48 |
| Sharpe Ratio | NA | 0.80 | 1.11 | NA | NA | NA | NA | … | … | -0.06 | 0.91 | 1.69 | 0.43 | 0.87 | -1.19 |
| Standard Deviation(%) | NA | 12.24 | 15.00 | NA | NA | NA | NA | … | … | 11.56 | 12.67 | 15.76 | 23.75 | 34.28 | 39.96 |
| Draw Down(%) | NA | 4.75 | 7.20 | NA | NA | NA | NA | … | … | 3.17 | 7.20 | 5.59 | 12.04 | 15.84 | 11.50 |
| Yield(%) | 0.00 | 8.79 | 11.64 | 117.16 | 58.58 | 39.05 | 29.29 | … | … | 2.12 | 8.79 | 13.24 | 127.73 | 12.41 | 0.87 |
Data as of 06/09/2026, Common starting date is 12/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMPPP (Imperial Petroleum Inc Preferred Series A) |
17.34%
Apr 2022 – Apr 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 |
|---|---|---|---|---|
| IMPPP (Imperial Petroleum Inc Preferred Series A) |
24.34%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart