Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BBEP (BreitBurn Energy Partners LP) NA -94.74% -79.86% -59.89% -34.41% NA NA
Data as of 10/28/2016, Common starting date is 10/05/2006
More Performance Analytics Comparison
Name Start Date End Date
BBEP (BreitBurn Energy Partners LP) 10/05/2006 10/28/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.00 -94.74 -79.86 -59.89 -34.41 NA NA -82.09 -89.14 -61.73 21.60 6.68 3.41 103.83 61.37 -72.32 26.59 30.48
Sharpe Ratio NA -0.55 -0.71 -0.67 -0.48 NA NA -0.49 -0.91 -1.24 0.85 0.35 0.10 3.39 0.83 -1.14 0.83 10.34
Standard Deviation(%) NA 173.15 113.23 89.22 72.30 NA NA 178.34 98.14 49.92 25.37 19.29 32.54 30.58 74.11 64.33 28.40 20.13
Draw Down(%) NA 98.02 99.74 99.74 99.74 NA NA 95.73 93.58 70.46 26.50 15.89 30.70 13.14 35.28 79.61 25.43 3.25
Yield(%) 0.00 1.81 5.39 7.44 7.10 4.82 3.62 0.00 7.67 9.93 10.05 9.51 8.35 9.73 6.69 6.81 6.99 0.00
Data as of 10/28/2016, Common starting date is 10/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBEP (BreitBurn Energy Partners LP) -79.62%
Sep 2013 – Sep 2016
-60.09%
May 2011 – May 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BBEP (BreitBurn Energy Partners LP) 53.42%
Feb 2009 – Feb 2012
36.29%
Apr 2009 – Apr 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return