Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MLPO (Credit Suisse S&P MLP Index ETN) NA -0.98% 39.20% 7.31% NA NA NA
Data as of 11/07/2023, Common starting date is 12/09/2014
More Performance Analytics Comparison
Name Start Date End Date
MLPO (Credit Suisse S&P MLP Index ETN) 12/09/2014 11/07/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 2.76 -0.98 39.20 7.31 NA NA NA 21.20 53.55 38.96 -34.92 8.07 -8.99 -5.64 18.51 -22.52 -5.20
Sharpe Ratio NA -0.03 0.34 0.06 NA NA NA 0.21 0.32 0.42 -0.35 0.36 -0.57 -0.47 0.67 -0.19 -0.37
Standard Deviation(%) NA 158.58 118.96 99.12 NA NA NA 101.28 161.26 93.51 99.26 18.39 18.06 13.29 27.48 117.68 159.68
Draw Down(%) NA 76.03 76.03 76.03 NA NA NA 35.18 71.88 32.60 64.78 19.61 21.76 17.31 20.44 53.96 18.82
Yield(%) 0.00 5.75 10.95 5.17 3.79 2.53 1.90 6.23 6.39 9.34 6.92 7.66 6.87 5.97 7.25 4.30 0.00
Data as of 11/07/2023, Common starting date is 12/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLPO (Credit Suisse S&P MLP Index ETN) -27.62%
Mar 2017 – Mar 2020
-20.81%
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
MLPO (Credit Suisse S&P MLP Index ETN) 62.07%
Nov 2019 – Nov 2022
30.85%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return