Find A Portfolio/Ticker
Comparison Box
AMLP: Alerian MLP ETF (ETF)
Basic Info 47.05 0.37(0.79%) May 20
Asset Class: | Energy Limited Partnership |
MyPlanIQ Rating: | (63%) |
Start Date: | 08/25/2010 |
Last Dividend Date: | 05/09/2024 |
12-Mo. Yield | 9.04% |
Expenses | 0.85% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/25/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 15.2 | 28.9 | 20.0 | 6.3 | -2.1 | 0.2 | 21.4 | 25.5 | 39.0 | -35.1 | -1.0 | -17.8 | -13.1 | 6.6 | -30.5 | -0.3 | 12.9 | -2.9 | 4.7 | 7.6 |
Sharpe Ratio | NA | 3.17 | 1.93 | 0.74 | 0.13 | -0.11 | -0.03 | 1.1 | 0.84 | 1.45 | -0.52 | -0.14 | -0.85 | -0.9 | 0.18 | -1.04 | -0.02 | 1.25 | -0.33 | 0.31 | 3.97 |
Draw Down(%) | NA | 5.5 | 6.8 | 20.9 | 71.8 | 84.1 | 84.1 | 10.5 | 20.9 | 17.9 | 68.1 | 23.7 | 28.6 | 24.4 | 34.0 | 42.9 | 14.3 | 6.5 | 10.8 | 15.1 | 2.4 |
Standard Deviation(%) | NA | 12.1 | 13.4 | 22.6 | 36.2 | 31.2 | 27.2 | 15.8 | 28.8 | 26.8 | 67.3 | 17.3 | 22.5 | 15.3 | 35.7 | 29.2 | 13.7 | 10.3 | 9.0 | 15.0 | 5.8 |
Treynor Ratio | NA | 1.03 | 0.58 | 0.25 | 0.05 | -0.04 | -0.01 | 0.3 | 0.37 | 0.4 | -0.32 | -0.03 | -0.23 | -0.18 | 0.04 | -0.44 | -0.01 | 0.24 | -0.08 | 0.12 | 1.21 |
Alpha | NA | 0.09 | 0.05 | 0.05 | -0.01 | -0.04 | -0.03 | 0.02 | 0.15 | 0.04 | -0.19 | -0.08 | -0.06 | -0.11 | -0.02 | -0.13 | -0.02 | -0.01 | -0.03 | 0.02 | 0.04 |
Beta | NA | 0.37 | 0.44 | 0.66 | 0.9 | 0.91 | 0.79 | 0.59 | 0.65 | 0.97 | 1.11 | 0.7 | 0.82 | 0.79 | 1.59 | 0.69 | 0.51 | 0.53 | 0.39 | 0.39 | 0.19 |
RSquared | NA | 0.12 | 0.14 | 0.26 | 0.3 | 0.28 | 0.26 | 0.24 | 0.3 | 0.23 | 0.35 | 0.25 | 0.38 | 0.12 | 0.34 | 0.13 | 0.18 | 0.33 | 0.31 | 0.36 | 0.19 |
Yield(%) | N/A | 4.3 | 8.9 | 9.2 | 5.2 | 1.9 | N/A | 8.9 | 8.7 | 11.0 | 4.2 | 1.8 | 1.5 | 1.4 | 1.7 | 1.0 | 1.3 | 1.3 | 1.2 | 1.2 | 0.3 |
Dividend Growth(%) | N/A | -45.5 | 13.1 | 119.9 | 187.9 | N/A | N/A | 14.0 | 4.6 | 55.6 | 127.8 | -3.7 | -4.7 | -15.7 | 14.6 | -21.2 | 6.6 | 7.1 | -1.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/25/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Energy Limited Partnership Asset Class Trend Rankings |
Top Rated Funds in Energy Limited Partnership
Best Mutual Funds
* Day change on 05/20/2024.Best ETFs
- MLPW (UBS ETRACS Wells Fargo MLP ETN) (92%)
- MLPI (UBS ETRACS Alerian MLP Infrastructure Index ETN) (85%)
- MLPN (Credit Suisse Equal Weight MLP ETN) (69%)
- AMLP (Alerian MLP ETF) 0.79% (63%)
- AMJ (JPMorgan Alerian MLP Index ETN) 0.56% (53%)
- MLPG (UBS ETRACS Alerian Natural Gas MLP Index ETN) (51%)
- MLPY (Morgan Stanley Cushing MLP High Income Index ETN) (34%)