Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| APU (AmeriGas Partners L.P) | NA | -13.25% | -4.83% | 0.58% | 6.70% | 8.69% | 11.40% | 10.59% |
Data as of 08/21/2019, AR inception is 04/12/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APU (AmeriGas Partners L.P) | 04/12/1995 | 08/21/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | -13.25 | -4.83 | 0.58 | 6.70 | 8.69 | 11.40 | 10.59 | 34.62 | -40.02 | 0.73 | 52.39 | -22.63 | 16.34 | 24.02 | -8.98 | 0.43 | 32.54 | 51.80 | -15.60 | 19.47 | 23.97 | 2.70 | 14.14 | 28.00 | 17.45 | 48.54 | 25.09 | -26.82 | -0.75 | 22.32 | 1.77 | 18.96 |
| Sharpe Ratio | NA | -0.47 | -0.26 | 0.00 | 0.30 | NA | NA | 0.37 | 2.36 | -1.51 | 0.01 | 2.24 | -0.92 | 0.99 | 1.20 | -0.43 | 0.02 | 1.75 | 1.87 | -0.33 | 0.81 | 1.59 | 0.03 | 0.66 | 1.89 | 0.64 | 1.83 | 0.78 | -0.89 | -0.17 | 1.06 | -0.10 | 1.78 |
| Standard Deviation(%) | NA | 31.51 | 22.25 | 22.85 | 21.39 | NA | NA | 23.80 | 24.44 | 27.41 | 14.57 | 23.16 | 24.51 | 16.52 | 19.98 | 21.35 | 21.97 | 18.54 | 27.67 | 49.87 | 20.27 | 13.04 | 19.00 | 20.03 | 14.48 | 25.68 | 25.69 | 27.04 | 33.93 | 24.08 | 17.71 | 18.01 | 13.21 |
| Draw Down(%) | NA | 42.01 | 47.92 | 47.92 | 47.92 | NA | NA | 47.92 | 10.49 | 47.92 | 13.73 | 10.97 | 33.69 | 9.21 | 15.37 | 18.24 | 22.25 | 11.41 | 24.98 | 43.64 | 13.06 | 7.89 | 18.49 | 14.19 | 12.17 | 19.05 | 18.02 | 18.79 | 41.93 | 15.44 | 10.41 | 14.02 | 6.67 |
| Yield(%) | 0.00 | 9.44 | 8.22 | 8.22 | 9.73 | 11.00 | 15.46 | 13.10 | 11.67 | 8.09 | 7.99 | 10.91 | 7.50 | 7.97 | 8.31 | 6.96 | 5.99 | 7.01 | 9.55 | 7.00 | 8.24 | 7.93 | 7.59 | 7.85 | 9.24 | 9.95 | 12.57 | 14.31 | 9.36 | 8.69 | 9.72 | 9.12 | 4.69 |
Data as of 08/21/2019, AR inception is 04/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APU (AmeriGas Partners L.P) |
-5.23%
Nov 1997 - Nov 2000 |
-3.69%
Dec 2013 - Dec 2018 |
6.57%
Dec 2008 - Dec 2018 |
7.03%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APU (AmeriGas Partners L.P) |
32.07%
May 2000 - May 2003 |
26.30%
May 2000 - May 2005 |
20.83%
Nov 2000 - Nov 2010 |
17.23%
Dec 1999 - Dec 2014 |
Annualized Rolling Returns Comparison Chart