Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLERF (Valeura Energy Inc.) | 34.56% | 49.63% | 75.65% | 81.97% | 24.31% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLERF (Valeura Energy Inc.) | 08/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 49.63 | 75.65 | 81.97 | 24.31 | NA | NA | … | … | 34.56 | 22.27 | 114.49 | 38.06 | 355.88 | -22.02 | -9.17 | -79.49 | -32.25 | 389.93 | 59.14 | 38.01 | 16.73 | -69.81 | -38.28 |
| Sharpe Ratio | NA | 0.89 | 1.23 | 0.64 | 0.20 | NA | NA | … | … | 1.78 | 0.34 | 1.86 | 0.40 | 2.44 | -0.11 | -0.11 | -0.62 | -0.25 | 4.27 | 0.75 | 0.53 | 0.23 | -0.82 | -1.01 |
| Standard Deviation(%) | NA | 52.58 | 58.71 | 123.62 | 114.06 | NA | NA | … | … | 54.72 | 58.44 | 58.66 | 85.66 | 146.38 | 201.78 | 82.69 | 129.94 | 134.72 | 91.86 | 79.11 | 71.73 | 71.38 | 85.49 | 69.07 |
| Draw Down(%) | NA | 34.87 | 34.87 | 76.00 | 97.79 | NA | NA | … | … | 28.90 | 34.87 | 31.26 | 44.72 | 45.45 | 76.05 | 70.83 | 87.14 | 64.18 | 50.68 | 44.45 | 51.72 | 55.87 | 77.40 | 47.35 |
| 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 |
Data as of 06/05/2026, Common starting date is 08/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLERF (Valeura Energy Inc.) |
-56.06%
Jan 2018 – Jan 2021 |
-22.30%
Sep 2012 – Sep 2017 |
-14.25%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLERF (Valeura Energy Inc.) |
165.53%
Jul 2022 – Jul 2025 |
107.94%
Mar 2020 – Mar 2025 |
35.29%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart