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
MPLX (MPLX LP) 10.01% 19.10% 29.02% 24.67% 15.25% NA NA
Data as of 06/05/2026, Common starting date is 10/31/2012
More Performance Analytics Comparison
Name Start Date End Date
MPLX (MPLX LP) 10/31/2012 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
Annualized Return (%) 3.35 19.10 29.02 24.67 15.25 NA NA 10.01 20.54 41.72 22.51 21.05 53.95 -1.78 -8.25 -8.43 8.99 -6.26 -44.81 69.01 46.92 14.46
Sharpe Ratio NA 0.86 1.51 1.12 0.45 NA NA 0.85 0.88 2.68 2.13 0.71 2.02 -0.03 -0.45 -0.40 0.38 -0.12 -0.87 2.01 1.81 6.02
Standard Deviation(%) NA 15.57 15.90 19.43 30.29 NA NA 16.50 20.14 14.22 8.92 27.63 26.71 69.49 21.67 24.90 21.82 56.27 51.66 34.39 25.90 21.49
Draw Down(%) NA 7.71 14.58 18.48 75.21 NA NA 7.71 14.58 10.69 4.36 18.48 15.86 68.18 31.11 24.09 18.72 57.28 65.19 24.13 11.81 3.51
Yield(%) 0.00 8.16 11.13 12.07 9.04 8.62 6.46 4.00 8.12 9.56 9.75 9.66 15.22 10.63 8.63 6.91 6.28 5.17 2.24 3.18 3.14 0.00
Data as of 06/05/2026, Common starting date is 10/31/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MPLX (MPLX LP) -25.88%
Mar 2017 – Mar 2020
-25.98%
Mar 2015 – Mar 2020
4.01%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MPLX (MPLX LP) 61.09%
Mar 2020 – Mar 2023
50.44%
Mar 2020 – Mar 2025
18.64%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return