Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UNRG (United Energy Corp) 250.00% 133.33% 20.51% 11.84% 45.03% 0.00% -14.26%
Data as of 06/05/2026, Common starting date is 05/25/2000
More Performance Analytics Comparison
Name Start Date End Date
UNRG (United Energy Corp) 05/25/2000 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 40.00 133.33 20.51 11.84 45.03 0.00 -14.26 250.00 -25.00 0.00 -42.86 -12.50 100.00 0.00 2,005.26 18.75 14.29 -39.13 43.75 -30.43 -77.00 -66.67 -76.92 -48.00 270.37 -84.80 -23.45 -63.75 77.78 125.00 -77.78 102.25 -22.61 -39.47
Sharpe Ratio NA 0.46 0.07 0.04 0.16 NA NA 5.94 -0.12 -0.04 -0.20 -0.09 0.51 0.00 4.89 0.09 0.03 -0.29 0.17 -0.16 -0.26 -0.12 -0.18 -0.25 1.55 -0.46 -0.33 -0.95 0.88 0.93 -0.61 0.77 -0.15 -0.50
Standard Deviation(%) NA 285.93 236.03 212.94 276.17 NA NA 295.64 242.32 180.96 242.09 157.91 195.51 336.15 409.58 184.03 433.97 136.90 255.64 196.01 300.37 553.16 434.39 193.52 174.14 186.85 79.73 70.56 85.70 132.91 129.25 131.50 170.83 121.54
Draw Down(%) NA 71.43 80.00 90.00 98.26 NA NA 50.00 71.43 60.00 77.78 66.67 70.00 80.27 92.71 73.33 92.67 71.11 77.00 87.60 88.21 95.80 93.33 74.14 51.06 88.46 45.45 73.66 43.33 56.12 84.09 63.08 64.86 65.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 05/25/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UNRG (United Energy Corp) -77.48%
Sep 2009 – Sep 2012
-64.06%
Jun 2007 – Jun 2012
-50.25%
Jun 2006 – Jun 2016
-39.55%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UNRG (United Energy Corp) 397.42%
Oct 2018 – Oct 2021
151.19%
Feb 2017 – Feb 2022
42.00%
Jun 2012 – Jun 2022
-3.43%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return