Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHZT (Whiting USA Trust II) | NA | 14,365.70% | 138.47% | 79.43% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 08/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHZT (Whiting USA Trust II) | 08/22/2016 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 23.08 | 14,365.70 | 138.47 | 79.43 | NA | NA | NA | … | … | 387.65 | 4,905.87 | -81.00 | -73.18 | 36.52 | 15.00 | 53.85 |
| Sharpe Ratio | NA | 59.27 | 0.72 | 0.52 | NA | NA | NA | … | … | 3,481.49 | 31.46 | -0.41 | -1.12 | 0.53 | 0.21 | 2.37 |
| Standard Deviation(%) | NA | 242.40 | 188.29 | 151.96 | NA | NA | NA | … | … | 487.00 | 155.93 | 199.48 | 66.40 | 66.69 | 68.72 | 95.01 |
| Draw Down(%) | NA | 45.16 | 96.84 | 98.44 | NA | NA | NA | … | … | 45.16 | 26.00 | 90.00 | 81.32 | 63.64 | 22.40 | 19.05 |
| Yield(%) | 0.00 | 696.30 | 30.09 | 50.29 | 42.62 | 28.41 | 21.31 | … | … | 69.57 | 917.65 | 2.37 | 28.13 | 86.09 | 31.00 | 10.77 |
Data as of 03/02/2022, Common starting date is 08/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHZT (Whiting USA Trust II) |
-61.16%
Oct 2017 – Oct 2020 |
6.34%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHZT (Whiting USA Trust II) |
137.38%
Feb 2019 – Feb 2022 |
77.77%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart