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
USOPY (U.S. Oil and Gas Plc) 0.00% 0.00% 0.00% 0.00% -2.42% NA NA
Data as of 04/08/2026, Common starting date is 04/11/2013
More Performance Analytics Comparison
Name Start Date End Date
USOPY (U.S. Oil and Gas Plc) 04/11/2013 04/08/2026
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
Annualized Return (%) 0.00 0.00 0.00 0.00 -2.42 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 -21.00 0.00 66.67 17.64 -63.57 75.00 8.40 -69.17
Sharpe Ratio NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 -0.05 NA 0.16 0.02 -0.13 0.15 0.04 -0.39
Standard Deviation(%) NA NA NA NA NA NA NA NA NA NA NA NA NA 410.26 NA 568.94 826.57 479.37 496.57 209.55 213.16
Draw Down(%) NA 0.00 0.00 0.00 100.00 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 91.94 100.00 0.00 74.96 79.17 74.37 60.78 69.75
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
Data as of 04/08/2026, Common starting date is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USOPY (U.S. Oil and Gas Plc) -31.40%
Nov 2013 – Nov 2016
-17.56%
Mar 2017 – Mar 2022
-8.96%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USOPY (U.S. Oil and Gas Plc) 24.59%
Apr 2014 – Apr 2017
9.58%
Feb 2018 – Feb 2023
0.68%
Oct 2015 – Oct 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return