Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENFR (Alerian Energy Infrastructure ETF) | 26.01% | 28.57% | 28.54% | 20.19% | 11.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENFR (Alerian Energy Infrastructure ETF) | 11/04/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 28.57 | 28.54 | 20.19 | 11.89 | NA | NA | … | … | 26.01 | 5.90 | 42.17 | 15.62 | 17.50 | 39.95 | -24.08 | 21.57 | -18.64 | -0.39 | 42.03 | -37.07 | 12.19 | 3.38 |
| Sharpe Ratio | NA | 1.57 | 1.58 | 0.94 | 0.42 | NA | NA | … | … | 3.56 | 0.16 | 2.81 | 0.76 | 0.60 | 1.93 | -0.43 | 1.34 | -1.04 | -0.08 | 1.47 | -1.42 | 0.72 | 2.51 |
| Standard Deviation(%) | NA | 14.65 | 16.25 | 19.39 | 25.17 | NA | NA | … | … | 16.90 | 19.05 | 13.73 | 15.78 | 27.10 | 20.73 | 56.96 | 14.94 | 19.39 | 13.93 | 28.39 | 26.04 | 16.97 | 9.51 |
| Draw Down(%) | NA | 8.63 | 15.58 | 20.28 | 62.71 | NA | NA | … | … | 7.09 | 15.58 | 9.91 | 10.50 | 20.28 | 13.92 | 61.65 | 12.31 | 25.30 | 10.95 | 19.74 | 42.92 | 17.46 | 3.72 |
| Yield(%) | 0.00 | 4.89 | 6.74 | 6.80 | 5.47 | 3.52 | 2.64 | … | … | 2.46 | 4.73 | 5.93 | 6.08 | 5.73 | 10.25 | 5.34 | 6.54 | 3.09 | 2.67 | 4.50 | 2.03 | 2.39 | 0.26 |
Data as of 06/04/2026, Common starting date is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENFR (Alerian Energy Infrastructure ETF) |
-21.63%
Mar 2017 – Mar 2020 |
-14.18%
Mar 2015 – Mar 2020 |
3.60%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENFR (Alerian Energy Infrastructure ETF) |
35.70%
Mar 2020 – Mar 2023 |
34.21%
Mar 2020 – Mar 2025 |
14.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart