Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBTMU (Westbrook-Thompson Overriding Royalty Trust) | NA | 9.09% | 32.07% | 22.30% | 11.35% | NA | NA | … | … |
Data as of 08/13/2025, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBTMU (Westbrook-Thompson Overriding Royalty Trust) | 09/28/2012 | 08/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.09 | 32.07 | 22.30 | 11.35 | NA | NA | … | … | 3.45 | 45.00 | 36.06 | 30.77 | 36.61 | -38.58 | 27.19 | 28.14 | -11.54 | -4.11 | -1.23 | -11.36 | 1.32 | 0.53 |
| Sharpe Ratio | NA | 0.11 | 0.43 | 0.18 | 0.12 | NA | NA | … | … | 0.04 | 1.90 | 0.32 | 1.62 | 0.51 | -0.18 | 1.01 | 0.67 | -0.48 | -0.45 | -0.10 | -0.40 | 0.09 | 1.99 |
| Standard Deviation(%) | NA | 54.42 | 66.81 | 111.92 | 81.12 | NA | NA | … | … | 69.46 | 20.24 | 99.45 | 18.27 | 72.41 | 209.54 | 25.43 | 40.13 | 25.68 | 9.54 | 12.48 | 28.34 | 15.11 | 1.07 |
| Draw Down(%) | NA | 34.40 | 44.80 | 75.96 | 75.96 | NA | NA | … | … | 34.40 | 0.00 | 44.80 | 5.56 | 32.05 | 75.96 | 9.63 | 17.14 | 21.67 | 9.01 | 8.78 | 21.11 | 15.99 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 5.99 | 5.25 | 4.49 | 3.75 | 2.81 | … | … | 0.00 | 0.00 | 15.92 | 0.00 | 5.48 | 4.07 | 7.74 | 4.72 | 5.93 | 4.71 | 10.49 | 10.30 | 8.55 | 0.00 |
Data as of 08/13/2025, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBTMU (Westbrook-Thompson Overriding Royalty Trust) |
-10.86%
Nov 2014 – Nov 2017 |
-6.11%
Oct 2012 – Oct 2017 |
0.80%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBTMU (Westbrook-Thompson Overriding Royalty Trust) |
41.40%
Jul 2021 – Jul 2024 |
24.35%
May 2020 – May 2025 |
12.12%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart