Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ET (Energy Transfer LP) | 23.31% | 20.58% | 24.50% | 21.96% | 12.56% | 11.98% | 13.23% | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ET (Energy Transfer LP) | 02/03/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 20.58 | 24.50 | 21.96 | 12.56 | 11.98 | 13.23 | … | … | 23.31 | -9.37 | 53.88 | 27.83 | 55.73 | 42.85 | -44.99 | 5.88 | -17.74 | -4.66 | 54.79 | -50.28 | 44.73 | 87.72 | 18.83 | 10.15 | 35.92 | 105.29 | -50.55 | 16.90 | 41.77 |
| Sharpe Ratio | NA | 0.86 | 1.03 | 0.84 | 0.35 | NA | NA | … | … | 3.14 | -0.47 | 2.88 | 1.39 | 1.62 | 1.23 | -0.64 | 0.18 | -0.65 | -0.18 | 0.56 | -0.96 | 1.37 | 4.23 | 0.90 | 0.35 | 1.75 | 3.14 | -0.98 | 0.71 | 2.71 |
| Standard Deviation(%) | NA | 16.41 | 20.45 | 24.99 | 35.44 | NA | NA | … | … | 17.58 | 26.14 | 17.42 | 17.58 | 33.62 | 34.92 | 70.08 | 25.19 | 29.60 | 30.27 | 97.70 | 52.29 | 32.69 | 20.73 | 20.99 | 29.14 | 20.50 | 33.54 | 52.17 | 19.50 | 16.09 |
| Draw Down(%) | NA | 10.02 | 24.56 | 25.86 | 72.86 | NA | NA | … | … | 5.98 | 24.56 | 8.36 | 11.52 | 22.50 | 25.86 | 66.14 | 24.28 | 36.58 | 21.96 | 70.17 | 67.83 | 25.04 | 11.31 | 21.11 | 29.34 | 19.17 | 15.20 | 59.48 | 24.91 | 7.09 |
| Yield(%) | 0.00 | 7.62 | 10.05 | 10.53 | 8.17 | 9.48 | 13.29 | … | … | 4.06 | 6.68 | 9.19 | 10.64 | 9.99 | 10.03 | 8.01 | 9.21 | 6.88 | 6.00 | 8.10 | 3.48 | 3.69 | 5.47 | 6.16 | 6.02 | 6.93 | 12.51 | 5.53 | 4.71 | 2.69 |
Data as of 06/04/2026, Common starting date is 02/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ET (Energy Transfer LP) |
-33.55%
Mar 2017 – Mar 2020 |
-26.77%
Mar 2015 – Mar 2020 |
0.09%
Mar 2010 – Mar 2020 |
6.56%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ET (Energy Transfer LP) |
62.04%
May 2012 – May 2015 |
46.96%
Dec 2008 – Dec 2013 |
20.57%
Nov 2008 – Nov 2018 |
16.53%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart