Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLPCX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS C SHARES) | NA | -6.05% | -12.47% | NA | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 04/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLPCX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS C SHARES) | 04/07/2015 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.05 | -12.47 | NA | NA | NA | NA | … | … | -15.22 | -16.83 | -9.99 | 24.14 | -37.94 |
| Sharpe Ratio | NA | -1.00 | -0.72 | NA | NA | NA | NA | … | … | -1.06 | -0.71 | -0.51 | 0.64 | -1.40 |
| Standard Deviation(%) | NA | 15.79 | 21.03 | NA | NA | NA | NA | … | … | 15.78 | 25.46 | 20.83 | 37.12 | 33.98 |
| Draw Down(%) | NA | 26.16 | 44.08 | NA | NA | NA | NA | … | … | 26.16 | 31.11 | 30.63 | 33.72 | 48.17 |
| Yield(%) | 0.00 | 5.14 | 4.41 | 2.60 | 1.30 | 0.87 | 0.65 | … | … | 5.09 | 5.38 | 5.22 | 3.40 | 1.26 |
Data as of 12/30/2019, Common starting date is 04/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLPCX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS C SHARES) |
-11.69%
May 2015 – May 2018 |
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 |
|---|---|---|---|---|
| MLPCX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS C SHARES) |
5.14%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart