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
CORR-PA (CorEnergy Infrastructure Trust Inc) NA -87.83% -51.29% -34.87% NA NA NA
Data as of 02/02/2024, Common starting date is 01/27/2015
More Performance Analytics Comparison
Name Start Date End Date
CORR-PA (CorEnergy Infrastructure Trust Inc) 01/27/2015 02/02/2024
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
Annualized Return (%) -14.58 -87.83 -51.29 -34.87 NA NA NA -15.29 -78.77 -38.26 22.98 -21.27 15.94 -1.73 12.47 47.61 -22.39
Sharpe Ratio NA -0.70 -0.64 -0.47 NA NA NA -0.64 -0.66 -0.78 0.92 -0.22 2.07 -0.29 1.48 1.37 -0.53
Standard Deviation(%) NA 130.97 82.91 77.61 NA NA NA 136.41 126.58 50.81 24.85 96.41 7.01 10.66 8.03 34.64 44.73
Draw Down(%) NA 89.02 91.69 91.69 NA NA NA 33.87 89.02 56.33 28.10 67.81 3.18 9.01 3.89 24.57 37.57
Yield(%) 0.00 0.00 5.76 5.90 5.77 3.85 2.89 0.00 0.00 8.66 10.45 7.22 7.70 7.18 7.51 9.99 6.23
Data as of 02/02/2024, Common starting date is 01/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORR-PA (CorEnergy Infrastructure Trust Inc) -48.74%
Jan 2021 – Jan 2024
-33.58%
Jan 2019 – Jan 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORR-PA (CorEnergy Infrastructure Trust Inc) 24.42%
Jan 2016 – Jan 2019
13.08%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return