Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARLP (Alliance Resource Partners, L.P.) | 14.82% | 7.68% | 26.55% | 45.63% | 15.08% | 6.89% | 10.25% | … | … |
Data as of 06/03/2026, Common starting date is 08/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARLP (Alliance Resource Partners, L.P.) | 08/17/1999 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | 7.68 | 26.55 | 45.63 | 15.08 | 6.89 | 10.25 | … | … | 14.82 | -2.45 | 39.91 | 18.83 | 73.34 | 195.75 | -56.80 | -28.90 | -1.92 | -4.04 | 87.65 | -65.48 | 17.96 | 41.34 | -18.15 | 20.70 | 61.76 | 75.36 | -20.95 | 11.48 | -2.48 | 4.66 | 127.88 | 53.63 | -2.77 | 64.80 | 68.30 | -34.88 |
| Sharpe Ratio | NA | 0.10 | 0.84 | 1.32 | 0.30 | NA | NA | … | … | 1.29 | -0.21 | 1.51 | 0.54 | 1.53 | 4.21 | -0.51 | -0.96 | -0.14 | -0.15 | 1.47 | -1.88 | 0.70 | 2.04 | -0.62 | 0.61 | 2.02 | 1.85 | -0.36 | 0.32 | -0.29 | 0.07 | 3.33 | 2.23 | -0.12 | 1.83 | 1.90 | -1.66 |
| Standard Deviation(%) | NA | 22.58 | 24.62 | 33.74 | 48.25 | NA | NA | … | … | 23.52 | 25.38 | 23.98 | 28.16 | 47.38 | 46.49 | 110.81 | 31.53 | 24.47 | 32.01 | 59.43 | 34.80 | 25.55 | 20.29 | 29.49 | 33.96 | 30.50 | 40.75 | 61.36 | 25.75 | 20.18 | 34.17 | 38.16 | 23.71 | 32.87 | 34.79 | 33.80 | 43.04 |
| Draw Down(%) | NA | 17.63 | 20.83 | 29.13 | 85.26 | NA | NA | … | … | 15.18 | 17.63 | 14.21 | 20.83 | 21.20 | 19.73 | 76.88 | 46.35 | 25.50 | 23.65 | 27.51 | 68.75 | 23.68 | 12.89 | 35.93 | 25.37 | 20.96 | 24.95 | 65.01 | 30.12 | 20.22 | 27.89 | 14.60 | 10.95 | 30.29 | 17.72 | 10.36 | 35.76 |
| Yield(%) | 0.00 | 9.24 | 15.26 | 34.89 | 11.77 | 5.79 | 9.99 | … | … | 5.15 | 9.77 | 13.23 | 14.22 | 11.47 | 8.60 | 3.46 | 12.22 | 10.30 | 8.25 | 14.29 | 6.17 | 6.44 | 7.55 | 5.43 | 5.35 | 7.13 | 10.33 | 6.91 | 6.47 | 5.07 | 4.42 | 7.27 | 8.55 | 7.27 | 11.51 | 14.75 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARLP (Alliance Resource Partners, L.P.) |
-42.05%
Sep 2017 – Sep 2020 |
-30.34%
Mar 2015 – Mar 2020 |
-14.13%
Sep 2010 – Sep 2020 |
-6.24%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARLP (Alliance Resource Partners, L.P.) |
116.69%
Sep 2020 – Sep 2023 |
70.21%
Sep 2020 – Sep 2025 |
31.70%
Feb 2001 – Feb 2011 |
28.21%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart