Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFFX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS C) | NA | 13.26% | 8.84% | 14.19% | 2.95% | NA | NA | … | … |
Data as of 06/06/2025, Common starting date is 04/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFFX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS C) | 04/03/2012 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.26 | 8.84 | 14.19 | 2.95 | NA | NA | … | … | -0.38 | 24.54 | 11.41 | 16.89 | 23.62 | -13.25 | 14.84 | -15.40 | -6.63 | 33.86 | -36.36 | 11.44 | 18.13 | 4.22 |
| Sharpe Ratio | NA | 0.52 | 0.31 | 0.69 | 0.07 | NA | NA | … | … | -0.16 | 1.74 | 0.57 | 0.65 | 1.43 | -0.33 | 1.19 | -0.99 | -0.57 | 1.35 | -1.66 | 0.87 | 2.04 | 0.61 |
| Standard Deviation(%) | NA | 19.05 | 17.94 | 18.68 | 21.74 | NA | NA | … | … | 24.78 | 12.04 | 13.62 | 23.72 | 16.52 | 40.78 | 11.19 | 16.95 | 12.76 | 24.98 | 21.92 | 13.13 | 8.85 | 9.33 |
| Draw Down(%) | NA | 17.03 | 19.28 | 19.28 | 63.66 | NA | NA | … | … | 17.03 | 8.66 | 9.04 | 19.28 | 10.45 | 53.34 | 9.33 | 23.48 | 14.67 | 24.45 | 43.99 | 13.90 | 7.15 | 8.57 |
| Yield(%) | 0.00 | 5.51 | 5.52 | 7.07 | 4.06 | 4.34 | 3.25 | … | … | 2.38 | 5.88 | 6.28 | 6.20 | 7.31 | 7.58 | 8.72 | 7.20 | 6.18 | 7.70 | 4.45 | 5.92 | 4.17 | 3.48 |
Data as of 06/06/2025, Common starting date is 04/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFFX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS C) |
-20.35%
Mar 2017 – Mar 2020 |
-15.54%
Mar 2015 – Mar 2020 |
1.19%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFFX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS C) |
30.42%
Mar 2020 – Mar 2023 |
26.68%
Mar 2020 – Mar 2025 |
3.82%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart