Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPD (Enterprise Products Partners L.P.) | 22.78% | 32.26% | 21.93% | 17.48% | 10.37% | 11.03% | 12.83% | … | … |
Data as of 06/04/2026, Common starting date is 07/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPD (Enterprise Products Partners L.P.) | 07/28/1998 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | 32.26 | 21.93 | 17.48 | 10.37 | 11.03 | 12.83 | … | … | 22.78 | 9.45 | 28.00 | 17.71 | 18.32 | 21.40 | -23.61 | 21.88 | -1.31 | 4.24 | 12.40 | -25.55 | 13.35 | 38.40 | 13.39 | 17.78 | 41.01 | 64.59 | -30.08 | 16.92 | 29.25 | -1.14 | 12.70 | 35.45 | -12.04 | 58.77 | 86.99 | 23.95 | -30.81 |
| Sharpe Ratio | NA | 1.45 | 1.17 | 0.86 | 0.36 | NA | NA | … | … | 2.42 | 0.37 | 1.84 | 1.29 | 0.77 | 0.97 | -0.44 | 1.24 | -0.12 | 0.22 | 0.37 | -0.70 | 0.62 | 2.39 | 0.80 | 0.82 | 2.07 | 2.07 | -0.66 | 0.77 | 2.14 | -0.18 | 0.73 | 1.63 | -0.35 | 1.69 | 2.87 | 0.72 | -1.45 |
| Standard Deviation(%) | NA | 15.95 | 15.34 | 17.28 | 24.37 | NA | NA | … | … | 19.97 | 17.77 | 13.26 | 11.01 | 21.93 | 22.08 | 54.15 | 16.50 | 21.66 | 16.12 | 33.01 | 36.60 | 21.55 | 16.06 | 16.75 | 21.76 | 19.74 | 31.08 | 46.87 | 17.98 | 12.12 | 18.66 | 15.95 | 21.27 | 37.80 | 34.07 | 28.89 | 28.64 | 41.84 |
| Draw Down(%) | NA | 7.56 | 15.40 | 18.06 | 58.04 | NA | NA | … | … | 7.56 | 15.40 | 11.56 | 6.95 | 18.06 | 15.31 | 57.02 | 15.40 | 19.25 | 14.93 | 24.28 | 37.86 | 20.53 | 9.86 | 12.23 | 12.98 | 12.18 | 22.73 | 44.43 | 14.70 | 6.31 | 12.27 | 15.79 | 12.84 | 34.98 | 14.51 | 14.10 | 17.12 | 35.07 |
| Yield(%) | 0.00 | 7.11 | 8.14 | 8.27 | 6.48 | 8.32 | 12.45 | … | … | 3.42 | 6.80 | 7.81 | 8.17 | 8.30 | 9.33 | 6.33 | 7.03 | 6.38 | 6.20 | 6.01 | 4.10 | 4.38 | 5.21 | 5.43 | 5.78 | 7.00 | 9.65 | 6.40 | 6.61 | 7.26 | 6.55 | 6.23 | 7.41 | 5.50 | 7.92 | 11.15 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPD (Enterprise Products Partners L.P.) |
-14.49%
Mar 2017 – Mar 2020 |
-10.08%
Mar 2015 – Mar 2020 |
3.27%
Oct 2010 – Oct 2020 |
6.92%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPD (Enterprise Products Partners L.P.) |
54.39%
Dec 1998 – Dec 2001 |
34.39%
Dec 1998 – Dec 2003 |
21.46%
Mar 2000 – Mar 2010 |
22.94%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart