Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRGIX (Ascendant Natural Resources I) | NA | -18.80% | -2.11% | NA | NA | NA | NA | … | … |
Data as of 04/17/2015, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRGIX (Ascendant Natural Resources I) | 10/28/2011 | 04/17/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.80 | -2.11 | NA | NA | NA | NA | … | … | -1.51 | -12.06 | 8.68 | -1.24 | -8.46 |
| Sharpe Ratio | NA | -1.06 | -0.13 | NA | NA | NA | NA | … | … | -0.43 | -0.66 | 0.61 | -0.07 | -1.11 |
| Standard Deviation(%) | NA | 17.77 | 16.48 | NA | NA | NA | NA | … | … | 11.84 | 18.19 | 14.24 | 18.32 | 36.55 |
| Draw Down(%) | NA | 29.32 | 29.32 | NA | NA | NA | NA | … | … | 6.37 | 29.32 | 10.43 | 21.45 | 13.60 |
| Yield(%) | 0.00 | 0.33 | 0.13 | 0.15 | 0.07 | 0.05 | 0.04 | … | … | 0.00 | 0.36 | 0.00 | 0.00 | 0.39 |
Data as of 04/17/2015, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRGIX (Ascendant Natural Resources I) |
-4.86%
Feb 2012 – Feb 2015 |
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 |
|---|---|---|---|---|
| NRGIX (Ascendant Natural Resources I) |
-1.91%
Dec 2011 – Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart