Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHIDX (Miller/Howard Income-Equity Fund Adviser) | NA | -11.80% | -2.11% | NA | NA | NA | NA | … | … |
Data as of 06/15/2020, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHIDX (Miller/Howard Income-Equity Fund Adviser) | 01/04/2016 | 06/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | -11.80 | -2.11 | NA | NA | NA | NA | … | … | -30.02 | 21.68 | -12.12 | 13.41 | 9.65 |
| Sharpe Ratio | NA | -0.61 | -0.29 | NA | NA | NA | NA | … | … | -1.05 | 1.66 | -0.89 | 1.83 | 0.66 |
| Standard Deviation(%) | NA | 36.42 | 23.43 | NA | NA | NA | NA | … | … | 52.32 | 12.31 | 15.09 | 7.02 | 14.29 |
| Draw Down(%) | NA | 38.80 | 38.80 | NA | NA | NA | NA | … | … | 38.80 | 8.75 | 20.52 | 4.45 | 12.73 |
| Yield(%) | 9.86 | 12.98 | 7.25 | 5.68 | 2.84 | 1.89 | 1.42 | … | … | 9.00 | 4.65 | 4.72 | 4.11 | 3.12 |
Data as of 06/15/2020, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIDX (Miller/Howard Income-Equity Fund Adviser) |
-4.89%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHIDX (Miller/Howard Income-Equity Fund Adviser) |
8.99%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart