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
VTNRQ (Vertex Energy, Inc.) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 01/21/2025, Common starting date is 10/21/1992
More Performance Analytics Comparison
Name Start Date End Date
VTNRQ (Vertex Energy, Inc.) 10/21/1992 01/21/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/21/2025, Common starting date is 10/21/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTNRQ (Vertex Energy, Inc.) -82.26%
Jan 2006 – Jan 2009
-70.17%
Dec 1992 – Dec 1997
-48.96%
Apr 1993 – Apr 2003
-30.22%
Dec 1993 – Dec 2008
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTNRQ (Vertex Energy, Inc.) 1,190.66%
Oct 2002 – Oct 2005
294.04%
Apr 2001 – Apr 2006
115.89%
Oct 2002 – Oct 2012
56.02%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return