Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMTR (ETRACS Alerian Midstream Energy Total Return Index ETN) | NA | 48.94% | 26.06% | NA | NA | NA | NA | … | … |
Data as of 12/12/2024, Common starting date is 10/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMTR (ETRACS Alerian Midstream Energy Total Return Index ETN) | 10/22/2020 | 12/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.57 | 48.94 | 26.06 | NA | NA | NA | NA | … | … | 44.70 | 12.75 | 20.43 | 36.97 | 11.50 |
| Sharpe Ratio | NA | 3.14 | 1.12 | NA | NA | NA | NA | … | … | 2.98 | 0.56 | 0.74 | 1.85 | 2.22 |
| Standard Deviation(%) | NA | 13.46 | 19.05 | NA | NA | NA | NA | … | … | 13.61 | 15.20 | 25.95 | 19.95 | 34.75 |
| Draw Down(%) | NA | 5.30 | 19.33 | NA | NA | NA | NA | … | … | 5.30 | 9.83 | 19.33 | 13.78 | 8.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/12/2024, Common starting date is 10/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMTR (ETRACS Alerian Midstream Energy Total Return Index ETN) |
15.40%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMTR (ETRACS Alerian Midstream Energy Total Return Index ETN) |
27.95%
Nov 2021 – Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart