Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHIEX (Miller/Howard Income-Equity Fund Class I) | NA | -34.08% | -11.06% | 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 |
|---|---|---|
| MHIEX (Miller/Howard Income-Equity Fund Class I) | 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 (%) | -25.32 | -34.08 | -11.06 | NA | NA | NA | NA | … | … | -30.13 | 21.83 | -11.99 | 13.60 | 10.06 |
| Sharpe Ratio | NA | -0.61 | -0.29 | NA | NA | NA | NA | … | … | -1.05 | 1.68 | -0.88 | 1.85 | 0.69 |
| Standard Deviation(%) | NA | 36.43 | 23.42 | NA | NA | NA | NA | … | … | 52.35 | 12.26 | 15.06 | 7.04 | 14.35 |
| Draw Down(%) | NA | 38.79 | 38.79 | NA | NA | NA | NA | … | … | 38.79 | 8.71 | 20.39 | 4.42 | 12.73 |
| Yield(%) | 9.87 | 13.25 | 7.48 | 5.92 | 2.96 | 1.97 | 1.48 | … | … | 9.12 | 4.89 | 4.94 | 4.38 | 3.32 |
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 |
|---|---|---|---|---|
| MHIEX (Miller/Howard Income-Equity Fund Class I) |
-4.66%
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 |
|---|---|---|---|---|
| MHIEX (Miller/Howard Income-Equity Fund Class I) |
9.25%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart