Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETRN (Equitrans Midstream Corp) | NA | 42.93% | 25.29% | 1.80% | NA | NA | NA | … | … |
Data as of 07/19/2024, Common starting date is 11/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETRN (Equitrans Midstream Corp) | 11/01/2018 | 07/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.39 | 42.93 | 25.29 | 1.80 | NA | NA | NA | … | … | 25.17 | 65.24 | -30.12 | 38.30 | -33.26 | -25.14 | 2.14 |
| Sharpe Ratio | NA | 1.33 | 0.51 | 0.00 | NA | NA | NA | … | … | 1.89 | 1.30 | -0.60 | 0.91 | -0.44 | -0.74 | 0.30 |
| Standard Deviation(%) | NA | 29.38 | 44.36 | 52.34 | NA | NA | NA | … | … | 24.82 | 47.53 | 52.89 | 42.20 | 75.27 | 36.10 | 42.92 |
| Draw Down(%) | NA | 14.31 | 53.20 | 74.59 | NA | NA | NA | … | … | 13.94 | 34.14 | 43.93 | 25.60 | 68.82 | 54.92 | 19.64 |
| Yield(%) | 0.00 | 6.51 | 7.64 | 4.45 | 2.43 | 1.62 | 1.21 | … | … | 2.92 | 8.96 | 5.80 | 7.75 | 6.71 | 8.80 | 0.00 |
Data as of 07/19/2024, Common starting date is 11/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETRN (Equitrans Midstream Corp) |
-24.53%
Jun 2019 – Jun 2022 |
-5.14%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETRN (Equitrans Midstream Corp) |
29.16%
May 2021 – May 2024 |
2.10%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart