Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEL (Genesis Energy, L.P.) | 2.51% | 4.75% | 22.39% | 14.34% | -1.93% | 3.70% | 8.73% | … | … |
Data as of 06/04/2026, Common starting date is 11/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEL (Genesis Energy, L.P.) | 11/27/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 4.75 | 22.39 | 14.34 | -1.93 | 3.70 | 8.73 | … | … | 2.51 | 61.77 | -8.37 | 19.90 | 1.05 | 84.99 | -66.17 | 22.60 | -9.18 | -32.36 | 6.27 | -8.39 | -15.80 | 69.01 | 35.21 | 12.97 | 49.81 | 140.76 | -60.32 | 25.01 | 76.51 | -2.03 | 35.66 | 109.10 | 28.92 | 23.86 | -38.58 | -44.16 | -11.83 | -20.12 | -1.20 |
| Sharpe Ratio | NA | -0.12 | 0.48 | 0.32 | -0.07 | NA | NA | … | … | -0.25 | 1.56 | -0.37 | 0.42 | -0.01 | 1.68 | -0.54 | 0.80 | -0.32 | -1.32 | 0.13 | -0.21 | -0.57 | 2.81 | 1.75 | 0.44 | 1.89 | 2.85 | -0.92 | 0.55 | 2.63 | -0.11 | 1.21 | 2.09 | 0.32 | 0.20 | -0.71 | -1.05 | -0.51 | -1.25 | -1.72 |
| Standard Deviation(%) | NA | 27.79 | 34.55 | 41.56 | 52.27 | NA | NA | … | … | 25.17 | 37.83 | 32.48 | 38.71 | 52.76 | 50.61 | 121.74 | 26.57 | 33.03 | 25.05 | 45.49 | 39.68 | 27.77 | 24.53 | 20.31 | 29.50 | 26.24 | 49.27 | 66.37 | 40.11 | 27.98 | 37.34 | 28.57 | 51.74 | 87.32 | 110.19 | 59.94 | 45.05 | 29.96 | 18.94 | 9.72 |
| Draw Down(%) | NA | 17.85 | 31.46 | 38.79 | 89.61 | NA | NA | … | … | 17.85 | 22.02 | 31.46 | 28.77 | 38.79 | 37.58 | 85.93 | 20.90 | 27.73 | 41.68 | 43.82 | 33.90 | 35.34 | 13.37 | 17.18 | 26.33 | 19.98 | 31.11 | 68.35 | 43.22 | 12.54 | 29.58 | 31.05 | 24.29 | 52.56 | 62.43 | 55.45 | 59.00 | 32.31 | 23.39 | 2.96 |
| Yield(%) | 0.00 | 4.43 | 6.53 | 6.04 | 3.24 | 5.73 | 12.05 | … | … | 2.27 | 6.26 | 5.22 | 6.17 | 5.30 | 9.80 | 4.73 | 11.71 | 9.20 | 7.30 | 7.31 | 5.52 | 4.30 | 5.48 | 6.54 | 6.04 | 7.66 | 14.00 | 5.00 | 4.76 | 6.18 | 5.04 | 6.04 | 2.86 | 5.48 | 20.98 | 27.64 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEL (Genesis Energy, L.P.) |
-45.51%
Mar 2017 – Mar 2020 |
-33.64%
Mar 2015 – Mar 2020 |
-9.24%
Oct 2010 – Oct 2020 |
-1.87%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEL (Genesis Energy, L.P.) |
78.95%
Apr 2002 – Apr 2005 |
82.92%
Apr 2002 – Apr 2007 |
40.44%
Apr 2002 – Apr 2012 |
28.80%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart