Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMLP (First Trust North American Energy Infrastructure Fund) | 14.62% | 18.77% | 21.32% | 15.55% | 10.13% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/22/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMLP (First Trust North American Energy Infrastructure Fund) | 06/22/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 18.77 | 21.32 | 15.55 | 10.13 | NA | NA | … | … | 14.62 | 9.67 | 33.40 | 8.04 | 10.34 | 23.16 | -13.43 | 23.39 | -8.67 | 0.21 | 29.92 | -25.40 | 23.83 | 16.66 | 5.86 |
| Sharpe Ratio | NA | 1.75 | 1.42 | 0.91 | 0.49 | NA | NA | … | … | 3.06 | 0.47 | 2.47 | 0.34 | 0.46 | 1.72 | -0.34 | 2.38 | -0.75 | -0.05 | 1.62 | -1.33 | 1.89 | 1.57 | 1.18 |
| Standard Deviation(%) | NA | 9.87 | 12.99 | 14.55 | 17.92 | NA | NA | … | … | 11.53 | 14.51 | 12.04 | 13.05 | 19.63 | 13.42 | 39.97 | 9.20 | 13.45 | 9.53 | 18.32 | 19.09 | 12.59 | 10.60 | 9.82 |
| Draw Down(%) | NA | 4.14 | 11.47 | 14.59 | 43.61 | NA | NA | … | … | 4.14 | 11.47 | 8.75 | 8.85 | 14.59 | 7.10 | 43.61 | 5.69 | 14.19 | 5.18 | 13.02 | 30.92 | 9.73 | 8.38 | 8.83 |
| Yield(%) | 0.00 | 3.21 | 4.30 | 4.17 | 4.10 | 4.28 | 3.21 | … | … | 0.78 | 3.35 | 4.09 | 4.11 | 3.36 | 3.99 | 3.89 | 4.42 | 4.08 | 2.86 | 4.51 | 3.30 | 3.73 | 3.63 | 1.25 |
Data as of 06/03/2026, Common starting date is 06/22/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLP (First Trust North American Energy Infrastructure Fund) |
-7.54%
Mar 2017 – Mar 2020 |
-4.22%
Mar 2015 – Mar 2020 |
4.98%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMLP (First Trust North American Energy Infrastructure Fund) |
22.31%
Apr 2023 – Apr 2026 |
20.48%
Mar 2020 – Mar 2025 |
11.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart