Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRT (Cross Timbers Royalty Trust) | 38.94% | 17.69% | -17.69% | 10.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRT (Cross Timbers Royalty Trust) | 09/03/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 17.69 | -17.69 | 10.55 | NA | NA | NA | … | … | 38.94 | -13.16 | -39.13 | -24.42 | 145.83 | 53.19 | 35.48 |
| Sharpe Ratio | NA | 0.47 | -0.50 | 0.16 | NA | NA | NA | … | … | 3.86 | -0.45 | -1.06 | -0.51 | 2.00 | 1.31 | 3.60 |
| Standard Deviation(%) | NA | 30.13 | 37.81 | 50.79 | NA | NA | NA | … | … | 28.06 | 35.97 | 40.49 | 55.88 | 72.49 | 40.73 | 42.89 |
| Draw Down(%) | NA | 28.96 | 67.08 | 71.12 | NA | NA | NA | … | … | 5.53 | 44.96 | 49.21 | 54.87 | 32.38 | 34.30 | 14.87 |
| Yield(%) | 0.00 | 5.34 | 3.81 | 13.00 | 11.32 | 7.54 | 5.66 | … | … | 2.36 | 7.50 | 5.38 | 7.88 | 16.84 | 13.68 | 3.55 |
Data as of 06/10/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRT (Cross Timbers Royalty Trust) |
-26.35%
Dec 2022 – Dec 2025 |
8.51%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRT (Cross Timbers Royalty Trust) |
47.26%
Oct 2020 – Oct 2023 |
14.06%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart