Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMLP (Nuveen All Cap Energy MLP) | NA | -80.60% | -45.71% | -34.03% | NA | NA | NA | … | … |
Data as of 05/11/2020, Common starting date is 03/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMLP (Nuveen All Cap Energy MLP) | 03/28/2014 | 05/11/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | -80.60 | -45.71 | -34.03 | NA | NA | NA | … | … | -77.52 | 7.12 | -30.59 | -5.82 | 66.16 | -49.55 | -17.22 |
| Sharpe Ratio | NA | -0.89 | -0.82 | -0.66 | NA | NA | NA | … | … | -0.66 | 0.25 | -1.09 | -0.29 | 1.38 | -1.18 | -0.99 |
| Standard Deviation(%) | NA | 91.63 | 57.33 | 52.70 | NA | NA | NA | … | … | 149.88 | 22.95 | 29.38 | 22.21 | 47.40 | 42.08 | 22.17 |
| Draw Down(%) | NA | 88.86 | 90.94 | 92.76 | NA | NA | NA | … | … | 87.69 | 30.10 | 44.21 | 25.70 | 38.64 | 65.04 | 29.08 |
| Yield(%) | 0.00 | 9.18 | 7.82 | 5.64 | 3.18 | 2.12 | 1.59 | … | … | 4.12 | 13.10 | 9.26 | 9.66 | 14.66 | 8.76 | 5.13 |
Data as of 05/11/2020, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMLP (Nuveen All Cap Energy MLP) |
-47.26%
Mar 2017 – Mar 2020 |
-34.71%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMLP (Nuveen All Cap Energy MLP) |
16.62%
Feb 2016 – Feb 2019 |
-9.49%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart