Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCP-PC (DCP Midstream LP) | NA | 16.20% | 22.97% | 11.55% | NA | NA | NA | … | … |
Data as of 10/13/2023, Common starting date is 10/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCP-PC (DCP Midstream LP) | 10/04/2018 | 10/13/2023 |
| 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 (%) | 0.08 | 16.20 | 22.97 | 11.55 | NA | NA | NA | … | … | 9.97 | 4.62 | 25.70 | 8.73 | 21.78 | -9.15 |
| Sharpe Ratio | NA | 1.08 | 1.46 | 0.15 | NA | NA | NA | … | … | 0.94 | 0.20 | 2.27 | 0.06 | 1.87 | -1.76 |
| Standard Deviation(%) | NA | 11.35 | 14.61 | 67.25 | NA | NA | NA | … | … | 9.26 | 16.30 | 11.29 | 147.89 | 10.89 | 19.75 |
| Draw Down(%) | NA | 5.89 | 11.80 | 84.53 | NA | NA | NA | … | … | 5.22 | 11.80 | 5.22 | 84.53 | 6.25 | 15.66 |
| Yield(%) | 0.00 | 8.58 | 11.63 | 9.27 | 4.67 | 3.11 | 2.33 | … | … | 6.17 | 7.97 | 9.31 | 14.05 | 9.05 | 2.27 |
Data as of 10/13/2023, Common starting date is 10/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCP-PC (DCP Midstream LP) |
10.47%
Sep 2019 – Sep 2022 |
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-PC (DCP Midstream LP) |
53.45%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart