Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCP-PB (DCP Midstream LP 7.875 CUM RED B) | NA | 24.00% | 25.71% | 13.83% | NA | NA | NA | … | … |
Data as of 06/14/2023, Common starting date is 05/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCP-PB (DCP Midstream LP 7.875 CUM RED B) | 05/11/2018 | 06/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 24.00 | 25.71 | 13.83 | NA | NA | NA | … | … | 10.38 | 15.48 | 29.68 | -11.73 | 10.93 | -12.23 |
| Sharpe Ratio | NA | 1.43 | 1.13 | 0.17 | NA | NA | NA | … | … | 1.75 | 0.84 | 2.25 | -0.07 | 0.89 | -1.72 |
| Standard Deviation(%) | NA | 14.42 | 22.92 | 74.53 | NA | NA | NA | … | … | 11.42 | 16.77 | 13.20 | 164.93 | 10.70 | 11.53 |
| Draw Down(%) | NA | 6.91 | 27.22 | 86.08 | NA | NA | NA | … | … | 4.54 | 10.67 | 5.77 | 86.67 | 8.93 | 22.21 |
| Yield(%) | 0.00 | 8.31 | 10.57 | 9.15 | 4.64 | 3.09 | 2.32 | … | … | 3.98 | 7.80 | 9.17 | 14.05 | 9.01 | 4.74 |
Data as of 06/14/2023, Common starting date is 05/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCP-PB (DCP Midstream LP 7.875 CUM RED B) |
10.99%
Aug 2018 – Aug 2021 |
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 |
|---|---|---|---|---|
| DCP-PB (DCP Midstream LP 7.875 CUM RED B) |
60.98%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart