Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LRT (LL&E Royalty Trust) | NA | -10.59% | -38.05% | -32.71% | 3.40% | -2.85% | 4.55% | … | … |
Data as of 11/19/2009, Common starting date is 02/19/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRT (LL&E Royalty Trust) | 02/19/1985 | 11/19/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.57 | -10.59 | -38.05 | -32.71 | 3.40 | -2.85 | 4.55 | … | … | 43.40 | -75.00 | -19.55 | 3.10 | -54.06 | 47.33 | 203.01 | -19.13 | -30.75 | 235.47 | -38.84 | -45.09 | 18.20 | 66.46 | -5.41 | 10.24 | 47.11 | 84.89 | -9.32 | 12.75 | -20.57 | 20.00 | -35.60 | -1.25 | -19.58 |
| Sharpe Ratio | NA | -0.10 | -0.47 | -0.44 | 0.02 | NA | NA | … | … | 0.47 | -1.02 | -0.36 | 0.00 | -0.86 | 1.15 | 3.58 | -0.32 | -0.76 | 4.90 | -0.56 | -0.99 | -1.20 | 1.55 | -0.17 | 0.19 | 0.95 | 1.24 | -0.16 | 0.13 | -0.46 | 0.36 | -0.88 | -0.13 | -0.83 |
| Standard Deviation(%) | NA | 105.91 | 83.35 | 79.14 | 71.58 | NA | NA | … | … | 105.14 | 74.50 | 63.76 | 57.23 | 65.49 | 40.22 | 56.56 | 62.57 | 44.14 | 47.28 | 75.14 | 48.94 | 30.73 | 40.16 | 54.34 | 37.50 | 47.07 | 65.87 | 82.97 | 56.00 | 57.02 | 42.88 | 45.12 | 40.28 | 32.96 |
| Draw Down(%) | NA | 60.20 | 87.80 | 94.53 | 94.53 | NA | NA | … | … | 38.10 | 80.16 | 53.04 | 37.17 | 71.79 | 25.63 | 27.12 | 55.05 | 54.84 | 25.56 | 62.99 | 53.63 | 19.52 | 11.50 | 25.13 | 20.75 | 21.90 | 23.08 | 55.45 | 22.89 | 42.42 | 23.44 | 51.99 | 31.38 | 40.18 |
| Yield(%) | 0.00 | 0.00 | 0.77 | 1.59 | 25.06 | 7.91 | 15.78 | … | … | 0.00 | 0.00 | 2.30 | 3.14 | 5.19 | 10.08 | 25.60 | 4.19 | 16.45 | 55.33 | 3.20 | 8.90 | 16.95 | 24.05 | 9.18 | 23.39 | 13.89 | 18.20 | 13.23 | 20.27 | 13.11 | 32.57 | 12.30 | 13.87 | 13.82 |
Data as of 11/19/2009, Common starting date is 02/19/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRT (LL&E Royalty Trust) |
-43.74%
Aug 2006 – Aug 2009 |
-38.64%
Mar 2004 – Mar 2009 |
-9.24%
Mar 1999 – Mar 2009 |
-5.55%
Aug 1994 – Aug 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRT (LL&E Royalty Trust) |
73.09%
Jul 1991 – Jul 1994 |
63.57%
Oct 1999 – Oct 2004 |
27.82%
Jul 1991 – Jul 2001 |
21.30%
Oct 1989 – Oct 2004 |
Annualized Rolling Returns Comparison Chart