Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIE (Miller/Howard High Income Equity Fund) | NA | 31.11% | 12.34% | 6.33% | NA | NA | NA | … | … |
Data as of 11/22/2024, Common starting date is 11/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIE (Miller/Howard High Income Equity Fund) | 11/28/2014 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 31.11 | 12.34 | 6.33 | NA | NA | NA | … | … | 23.46 | 6.79 | 6.54 | 38.94 | -27.21 | 33.28 | -14.05 | 11.80 | 21.93 | -37.25 | -0.50 |
| Sharpe Ratio | NA | 2.16 | 0.41 | 0.12 | NA | NA | NA | … | … | 1.80 | 0.14 | 0.19 | 2.02 | -0.46 | 1.91 | -0.74 | 0.76 | 0.93 | -1.35 | -0.16 |
| Standard Deviation(%) | NA | 11.31 | 20.21 | 32.14 | NA | NA | NA | … | … | 10.74 | 18.17 | 26.86 | 19.27 | 59.94 | 16.65 | 20.92 | 14.66 | 23.47 | 27.52 | 33.76 |
| Draw Down(%) | NA | 4.69 | 19.45 | 63.05 | NA | NA | NA | … | … | 4.69 | 15.17 | 19.45 | 10.42 | 62.51 | 9.89 | 28.92 | 13.44 | 22.35 | 44.62 | 7.41 |
| Yield(%) | 0.00 | 5.19 | 5.08 | 4.04 | 4.60 | 3.07 | 2.30 | … | … | 4.40 | 4.92 | 4.96 | 5.33 | 3.33 | 14.07 | 10.86 | 11.23 | 12.25 | 6.99 | 0.00 |
Data as of 11/22/2024, Common starting date is 11/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIE (Miller/Howard High Income Equity Fund) |
-16.37%
Mar 2017 – Mar 2020 |
-11.92%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIE (Miller/Howard High Income Equity Fund) |
27.54%
Mar 2020 – Mar 2023 |
8.93%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart