Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALEFX (ALPS/ALERIAN ENERGY INFRASTRUCTURE PORTFOLIO CLASS III) | 25.54% | 27.53% | 27.12% | 18.94% | 10.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALEFX (ALPS/ALERIAN ENERGY INFRASTRUCTURE PORTFOLIO CLASS III) | 05/01/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 27.53 | 27.12 | 18.94 | 10.81 | NA | NA | … | … | 25.54 | 4.86 | 40.52 | 13.86 | 17.28 | 37.83 | -25.15 | 20.41 | -18.96 | -0.84 | 40.80 | -37.99 | 11.92 | 8.83 |
| Sharpe Ratio | NA | 1.51 | 1.49 | 0.87 | 0.37 | NA | NA | … | … | 3.48 | 0.10 | 2.74 | 0.65 | 0.59 | 1.80 | -0.44 | 1.31 | -1.09 | -0.11 | 1.45 | -1.45 | 0.75 | 1.08 |
| Standard Deviation(%) | NA | 14.44 | 16.25 | 19.37 | 25.15 | NA | NA | … | … | 16.73 | 19.27 | 13.47 | 15.89 | 26.86 | 20.98 | 57.44 | 14.41 | 18.74 | 13.60 | 27.91 | 26.14 | 15.85 | 12.47 |
| Draw Down(%) | NA | 8.59 | 15.73 | 20.36 | 63.93 | NA | NA | … | … | 7.12 | 15.73 | 9.90 | 10.82 | 20.36 | 14.34 | 62.20 | 12.57 | 25.93 | 11.10 | 19.89 | 43.31 | 17.47 | 9.80 |
| Yield(%) | 0.00 | 16.15 | 12.47 | 9.48 | 6.00 | 3.83 | 2.87 | … | … | 0.00 | 16.40 | 8.88 | 4.65 | 5.05 | 2.74 | 2.12 | 1.88 | 1.68 | 1.86 | 2.69 | 2.20 | 0.82 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALEFX (ALPS/ALERIAN ENERGY INFRASTRUCTURE PORTFOLIO CLASS III) |
-21.93%
Mar 2017 – Mar 2020 |
-14.74%
Mar 2015 – Mar 2020 |
2.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALEFX (ALPS/ALERIAN ENERGY INFRASTRUCTURE PORTFOLIO CLASS III) |
33.91%
Mar 2020 – Mar 2023 |
32.56%
Mar 2020 – Mar 2025 |
13.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart