Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMJ (JPMorgan Alerian MLP Index ETN) | NA | 32.36% | 21.22% | 10.52% | 0.85% | 8.36% | NA | … | … |
Data as of 06/27/2024, Common starting date is 04/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMJ (JPMorgan Alerian MLP Index ETN) | 04/02/2009 | 06/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.36 | 21.22 | 10.52 | 0.85 | 8.36 | NA | … | … | 13.32 | 25.10 | 30.04 | 37.92 | -29.46 | 5.71 | -12.82 | -7.18 | 17.24 | -32.96 | 3.85 | 26.46 | 3.90 | 12.99 | 34.67 | 50.99 |
| Sharpe Ratio | NA | 2.33 | 0.85 | 0.25 | -0.01 | NA | NA | … | … | 2.19 | 1.49 | 1.03 | 1.45 | -0.43 | 0.24 | -0.64 | -0.49 | 0.51 | -1.07 | 0.20 | 1.59 | 0.30 | 0.67 | 2.11 | 4.51 |
| Standard Deviation(%) | NA | 12.25 | 21.24 | 36.47 | 31.51 | NA | NA | … | … | 11.58 | 14.54 | 27.89 | 26.07 | 68.91 | 17.43 | 22.40 | 15.96 | 33.31 | 30.78 | 18.99 | 16.67 | 12.92 | 19.35 | 16.36 | 16.20 |
| Draw Down(%) | NA | 6.49 | 20.73 | 71.34 | 81.21 | NA | NA | … | … | 6.49 | 10.26 | 20.73 | 17.41 | 68.91 | 19.79 | 25.59 | 21.38 | 28.86 | 44.11 | 21.01 | 10.37 | 13.31 | 17.63 | 12.19 | 9.36 |
| Yield(%) | 0.00 | 5.64 | 7.19 | 5.82 | 3.35 | 8.21 | 6.98 | … | … | 1.66 | 7.73 | 7.48 | 9.45 | 6.85 | 8.02 | 6.66 | 6.02 | 7.08 | 4.89 | 5.09 | 5.48 | 5.18 | 5.22 | 6.14 | 4.49 |
Data as of 06/27/2024, Common starting date is 04/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMJ (JPMorgan Alerian MLP Index ETN) |
-29.51%
Mar 2017 – Mar 2020 |
-21.28%
Mar 2015 – Mar 2020 |
-5.87%
Mar 2010 – Mar 2020 |
8.21%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMJ (JPMorgan Alerian MLP Index ETN) |
45.74%
Mar 2020 – Mar 2023 |
25.16%
Jun 2009 – Jun 2014 |
7.40%
Jun 2009 – Jun 2019 |
8.21%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart