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
FGPR (Ferrellgas Partners L.P) 32.34% 171.16% 44.98% 13.73% NA NA NA
Data as of 06/04/2026, Common starting date is 04/06/2021
More Performance Analytics Comparison
Name Start Date End Date
FGPR (Ferrellgas Partners L.P) 04/06/2021 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
Annualized Return (%) 1.46 171.16 44.98 13.73 NA NA NA 32.34 129.85 6.71 7.04 -51.67 6.84
Sharpe Ratio NA 3.25 0.64 0.15 NA NA NA 1.95 1.80 0.00 0.06 -1.02 0.16
Standard Deviation(%) NA 59.20 64.97 61.37 NA NA NA 49.91 72.07 77.29 44.05 52.26 58.42
Draw Down(%) NA 16.70 63.83 74.36 NA NA NA 12.50 40.83 63.83 28.50 62.16 42.53
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 04/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGPR (Ferrellgas Partners L.P) -29.70%
Oct 2021 – Oct 2024
11.76%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGPR (Ferrellgas Partners L.P) 47.87%
Mar 2023 – Mar 2026
11.76%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return