Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFIX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS I) | 14.98% | 19.69% | 19.20% | 15.24% | 8.43% | 6.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFIX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS I) | 01/03/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 19.69 | 19.20 | 15.24 | 8.43 | 6.93 | NA | … | … | 14.98 | 4.88 | 25.84 | 12.46 | 18.04 | 24.75 | -14.18 | 15.92 | -14.60 | -5.59 | 35.30 | -35.78 | 12.70 | 19.29 | 6.28 | 15.18 |
| Sharpe Ratio | NA | 1.02 | 1.02 | 0.74 | 0.35 | NA | NA | … | … | 1.84 | 0.10 | 1.83 | 0.66 | 0.70 | 1.49 | -0.35 | 1.28 | -0.95 | -0.50 | 1.41 | -1.63 | 0.97 | 2.16 | 0.72 | 1.06 |
| Standard Deviation(%) | NA | 15.41 | 15.70 | 17.55 | 20.10 | NA | NA | … | … | 17.88 | 19.29 | 12.15 | 13.53 | 23.67 | 16.61 | 40.75 | 11.24 | 16.88 | 12.67 | 24.87 | 21.98 | 13.09 | 8.92 | 8.74 | 14.33 |
| Draw Down(%) | NA | 8.86 | 16.85 | 19.24 | 56.81 | NA | NA | … | … | 8.86 | 16.85 | 8.62 | 8.86 | 19.24 | 10.25 | 53.20 | 8.97 | 22.76 | 14.27 | 24.32 | 43.69 | 13.64 | 7.10 | 8.81 | 12.43 |
| Yield(%) | 0.00 | 3.95 | 6.20 | 6.71 | 5.88 | 5.75 | 4.57 | … | … | 1.31 | 5.09 | 6.30 | 6.75 | 7.07 | 8.36 | 6.88 | 9.87 | 8.17 | 7.13 | 8.88 | 5.39 | 7.15 | 5.91 | 5.79 | 5.41 |
Data as of 06/04/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFIX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS I) |
-19.51%
Mar 2017 – Mar 2020 |
-14.65%
Mar 2015 – Mar 2020 |
1.35%
Feb 2011 – Feb 2021 |
6.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFIX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS I) |
30.75%
Mar 2020 – Mar 2023 |
27.36%
Mar 2020 – Mar 2025 |
11.70%
Feb 2016 – Feb 2026 |
6.98%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart