Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FGP (Ferrellgas Partners L.P) NA -71.68% -65.36% -54.93% -29.54% -17.84% -9.85%
Data as of 01/17/2020, Common starting date is 06/28/1994
More Performance Analytics Comparison
Name Start Date End Date
FGP (Ferrellgas Partners L.P) 06/28/1994 01/17/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) 10.34 -71.68 -65.36 -54.93 -29.54 -17.84 -9.85 -5.88 -37.04 -86.28 -34.44 -55.05 -17.14 3.19 49.20 -0.72 -19.51 31.39 62.10 -25.87 11.64 13.36 11.28 -7.65 29.01 18.72 60.28 20.13 -17.67 -15.13 12.87 2.00 24.51 0.01
Sharpe Ratio NA -0.70 -0.78 -0.79 -0.56 NA NA -0.36 -0.36 -1.03 -0.89 -1.07 -0.64 0.14 2.41 -0.02 -0.70 1.74 1.90 -0.50 0.44 0.88 0.67 -0.41 1.96 0.82 2.23 0.58 -0.74 -0.94 0.72 -0.10 1.30 -0.21
Standard Deviation(%) NA 104.10 84.71 70.81 53.22 NA NA 205.10 105.97 85.14 39.69 51.28 26.99 22.56 20.44 33.84 28.06 17.94 32.66 53.81 19.45 11.53 13.65 21.14 14.45 21.53 26.49 27.92 28.30 19.56 12.84 14.89 15.94 15.91
Draw Down(%) NA 83.24 96.23 98.44 98.58 NA NA 32.56 82.08 87.26 53.53 73.82 36.03 21.32 10.40 27.19 35.66 9.91 28.80 47.56 14.07 9.29 5.91 21.18 10.16 16.64 16.16 21.59 32.08 19.89 7.65 9.44 7.18 8.82
Yield(%) 0.00 0.00 2.69 3.72 6.39 7.73 11.55 0.00 0.00 6.52 5.38 9.91 9.07 8.79 11.27 10.58 7.72 9.36 12.94 9.08 9.37 9.50 9.84 8.29 9.69 10.50 14.35 15.38 11.03 8.96 9.04 8.51 9.82 3.10
Data as of 01/17/2020, Common starting date is 06/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGP (Ferrellgas Partners L.P) -65.68%
Dec 2015 – Dec 2018
-53.78%
Dec 2014 – Dec 2019
-28.67%
Dec 2009 – Dec 2019
-17.32%
Dec 2004 – Dec 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGP (Ferrellgas Partners L.P) 34.90%
Dec 2000 – Dec 2003
24.63%
Feb 2009 – Feb 2014
18.04%
Oct 2000 – Oct 2010
14.85%
Nov 1999 – Nov 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return