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MLPI: UBS ETRACS Alerian MLP Infrastructure Index ETN (ETF)
Basic Info
Asset Class: | Energy Limited Partnership |
MyPlanIQ Rating: | (85%) |
Start Date: | 04/01/2010 |
Last Dividend Date: | 10/09/2020 |
12-Mo. Yield | 14.95% |
Expenses | 0.85% |
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Performance Analytics (As of 11/30/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/01/2010 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -28.6 | -14.1 | -8.8 | -3.0 | -1.2 | -34.1 | 5.5 | -12.5 | -9.4 | 17.0 | -32.0 | 7.6 | 27.1 | 3.4 | 15.8 | 22.4 |
Sharpe Ratio | NA | -0.46 | -0.38 | -0.26 | -0.12 | -0.06 | -0.56 | 0.24 | -0.56 | -0.59 | 0.48 | -1.01 | 0.4 | 1.88 | 0.27 | 0.88 | 1.91 |
Draw Down(%) | NA | 67.2 | 71.8 | 73.7 | 79.7 | 79.7 | 67.2 | 20.8 | 25.5 | 23.6 | 31.5 | 44.1 | 18.5 | 7.6 | 13.8 | 15.7 | 10.7 |
Standard Deviation(%) | NA | 62.9 | 40.2 | 36.5 | 29.0 | 28.4 | 65.4 | 17.1 | 24.6 | 17.2 | 35.2 | 31.8 | 19.0 | 14.4 | 12.6 | 18.0 | 16.0 |
Treynor Ratio | NA | -0.28 | -0.16 | -0.09 | -0.04 | -0.02 | -0.36 | 0.06 | -0.18 | -0.1 | 0.1 | -0.35 | 0.1 | 0.37 | 0.06 | 0.33 | 0.58 |
Alpha | NA | -0.15 | -0.09 | -0.07 | -0.05 | -0.04 | -0.18 | -0.05 | -0.03 | -0.11 | 0.01 | -0.14 | 0.0 | 0.02 | -0.02 | 0.06 | 0.09 |
Beta | NA | 1.02 | 0.94 | 1.01 | 0.86 | 0.83 | 1.02 | 0.7 | 0.77 | 0.96 | 1.65 | 0.91 | 0.73 | 0.74 | 0.56 | 0.47 | 0.52 |
RSquared | NA | 0.34 | 0.32 | 0.3 | 0.28 | 0.28 | 0.34 | 0.26 | 0.28 | 0.14 | 0.38 | 0.2 | 0.19 | 0.32 | 0.32 | 0.37 | 0.39 |
Yield(%) | N/A | 8.0 | 6.6 | 6.1 | 5.7 | N/A | 7.2 | 7.8 | 6.5 | 5.9 | 7.1 | 4.6 | 4.7 | 5.2 | 5.0 | 5.2 | 3.0 |
Dividend Growth(%) | N/A | -9.6 | -16.8 | -7.1 | N/A | N/A | -9.6 | -2.5 | -5.3 | -10.1 | -2.1 | 4.3 | 4.0 | 6.0 | 7.1 | 102.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2010
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