Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLPPRB (Global Partners LP 9.5% Pfd. Series B) | 0.34% | 3.94% | 8.33% | NA | NA | NA | NA | 9.88% |
Data as of 07/25/2025, AR inception is 03/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLPPRB (Global Partners LP 9.5% Pfd. Series B) | 03/18/2021 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 3.94 | 8.33 | NA | NA | NA | NA | 9.88 | 0.34 | 8.87 | 14.08 | 4.25 | 12.14 |
| Sharpe Ratio | NA | 0.15 | 0.74 | NA | NA | NA | NA | 0.83 | -0.40 | 0.45 | 1.28 | 0.29 | 1.51 |
| Standard Deviation(%) | NA | 5.27 | 6.71 | NA | NA | NA | NA | 8.09 | 6.09 | 5.12 | 7.73 | 9.75 | 10.27 |
| Draw Down(%) | NA | 4.56 | 5.24 | NA | NA | NA | NA | 6.63 | 4.56 | 2.00 | 2.53 | 6.63 | 4.48 |
| Yield(%) | 0.00 | 4.50 | 7.61 | 6.89 | 3.45 | 2.30 | 1.72 | 8.62 | 0.00 | 9.04 | 9.40 | 9.00 | 6.07 |
Data as of 07/25/2025, AR inception is 03/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLPPRB (Global Partners LP 9.5% Pfd. Series B) |
6.85%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLPPRB (Global Partners LP 9.5% Pfd. Series B) |
9.26%
May 2021 - May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart