Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMI (Kinder Morgan, Inc.) | 17.43% | 16.82% | 30.06% | 17.34% | 10.87% | 5.38% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMI (Kinder Morgan, Inc.) | 02/11/2011 | 06/05/2026 |
| 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 (%) | 1.93 | 16.82 | 30.06 | 17.34 | 10.87 | 5.38 | NA | … | … | 17.43 | 4.74 | 64.42 | 4.07 | 21.28 | 23.82 | -30.74 | 44.41 | -11.20 | -11.46 | 42.67 | -62.76 | 23.28 | 6.20 | 14.13 | 6.29 |
| Sharpe Ratio | NA | 0.65 | 1.29 | 0.66 | 0.34 | NA | NA | … | … | 1.80 | 0.07 | 3.29 | 0.02 | 0.73 | 0.95 | -0.54 | 2.53 | -0.52 | -0.66 | 0.94 | -1.83 | 1.01 | 0.31 | 0.69 | 0.25 |
| Standard Deviation(%) | NA | 20.43 | 21.23 | 22.65 | 28.04 | NA | NA | … | … | 21.64 | 25.44 | 18.51 | 17.34 | 27.46 | 24.92 | 57.11 | 16.97 | 24.17 | 18.32 | 45.03 | 34.39 | 23.03 | 19.66 | 20.47 | 28.00 |
| Draw Down(%) | NA | 11.11 | 18.40 | 20.31 | 55.13 | NA | NA | … | … | 9.41 | 18.40 | 9.50 | 12.50 | 20.31 | 17.86 | 55.13 | 8.21 | 24.04 | 26.28 | 22.91 | 65.93 | 17.07 | 18.96 | 22.12 | 23.40 |
| Yield(%) | 0.00 | 4.16 | 6.89 | 6.04 | 5.20 | 3.85 | 2.77 | … | … | 2.13 | 4.14 | 6.42 | 6.25 | 6.74 | 7.91 | 4.93 | 6.01 | 3.86 | 2.31 | 3.27 | 4.51 | 4.73 | 4.27 | 4.12 | 2.38 |
Data as of 06/05/2026, Common starting date is 02/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMI (Kinder Morgan, Inc.) |
-26.77%
Mar 2015 – Mar 2018 |
-16.77%
Mar 2015 – Mar 2020 |
-3.66%
May 2013 – May 2023 |
5.30%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMI (Kinder Morgan, Inc.) |
31.74%
Feb 2023 – Feb 2026 |
25.44%
Sep 2020 – Sep 2025 |
11.91%
Mar 2016 – Mar 2026 |
5.80%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart