Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLP (Global Partners LP) | 22.19% | -0.17% | 25.76% | 22.77% | 24.37% | 14.08% | 13.85% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLP (Global Partners LP) | 09/29/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.95 | -0.17 | 25.76 | 22.77 | 24.37 | 14.08 | 13.85 | … | … | 22.19 | -4.39 | 17.27 | 34.63 | 61.23 | 55.31 | -6.45 | 37.19 | 8.10 | -9.92 | 25.93 | -42.49 | -0.84 | 49.17 | 26.02 | -13.38 | 29.09 | 127.42 | -51.12 | 6.25 | 50.51 | -21.10 |
| Sharpe Ratio | NA | -0.24 | 0.63 | 0.55 | 0.58 | NA | NA | … | … | 1.47 | -0.21 | 0.38 | 0.85 | 1.43 | 1.69 | -0.10 | 1.97 | 0.23 | -0.37 | 0.51 | -0.88 | -0.03 | 1.51 | 0.98 | -0.35 | 1.01 | 2.68 | -0.69 | 0.09 | 2.73 | -2.76 |
| Standard Deviation(%) | NA | 27.09 | 34.50 | 36.00 | 37.98 | NA | NA | … | … | 29.78 | 34.18 | 35.46 | 36.78 | 42.01 | 32.65 | 68.24 | 18.13 | 29.31 | 28.67 | 50.34 | 48.58 | 33.32 | 32.60 | 26.81 | 38.04 | 28.83 | 47.57 | 75.74 | 33.77 | 17.35 | 22.96 |
| Draw Down(%) | NA | 27.22 | 30.60 | 31.80 | 62.59 | NA | NA | … | … | 14.15 | 28.67 | 24.09 | 23.01 | 31.80 | 25.64 | 62.26 | 11.32 | 32.16 | 23.91 | 32.85 | 61.73 | 30.10 | 21.57 | 17.81 | 47.21 | 23.13 | 32.28 | 74.57 | 35.76 | 8.67 | 24.50 |
| Yield(%) | 0.00 | 5.72 | 9.57 | 10.81 | 17.67 | 9.56 | 10.84 | … | … | 3.61 | 6.37 | 6.94 | 9.53 | 9.98 | 13.46 | 9.33 | 12.27 | 10.60 | 9.10 | 10.42 | 8.23 | 7.17 | 9.06 | 9.15 | 7.31 | 8.32 | 17.49 | 7.43 | 7.39 | 8.88 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLP (Global Partners LP) |
-24.23%
Jun 2013 – Jun 2016 |
-16.80%
May 2015 – May 2020 |
-0.92%
Mar 2010 – Mar 2020 |
6.16%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLP (Global Partners LP) |
67.91%
Mar 2020 – Mar 2023 |
57.10%
Mar 2020 – Mar 2025 |
24.35%
Feb 2016 – Feb 2026 |
20.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart