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
NGL (NGL Energy Partners LP) 60.00% 371.98% 66.60% 44.84% 5.53% 5.87% NA
Data as of 06/04/2026, Common starting date is 05/16/2011
More Performance Analytics Comparison
Name Start Date End Date
NGL (NGL Energy Partners LP) 05/16/2011 06/04/2026
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 2011
Annualized Return (%) -1.72 371.98 66.60 44.84 5.53 5.87 NA 60.00 88.18 -14.90 360.33 -33.52 -24.17 -78.84 18.25 -31.74 -33.10 90.22 -60.56 -18.87 47.94 13.04 -1.24
Sharpe Ratio NA 8.16 1.48 0.77 0.10 NA NA 5.58 1.35 -0.60 5.84 -0.54 -0.36 -0.54 -0.15 -1.13 -0.92 0.64 -1.39 -0.95 1.18 -0.18 -0.77
Standard Deviation(%) NA 52.47 49.01 59.07 69.07 NA NA 48.22 64.58 36.00 61.95 64.59 67.56 145.35 33.21 47.35 57.15 87.70 56.78 39.43 24.91 30.71 31.69
Draw Down(%) NA 15.80 53.72 66.77 92.77 NA NA 12.29 50.18 34.21 35.82 61.48 55.41 87.48 37.74 48.08 66.21 57.08 75.88 48.68 10.19 20.28 15.40
Yield(%) 0.00 0.00 0.00 0.00 4.02 5.96 4.15 0.00 0.00 0.00 0.00 0.00 0.00 7.73 15.74 10.68 10.57 16.82 8.80 6.76 8.22 9.83 2.42
Data as of 06/04/2026, Common starting date is 05/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NGL (NGL Energy Partners LP) -51.63%
Sep 2019 – Sep 2022
-33.53%
Dec 2017 – Dec 2022
-18.32%
Nov 2012 – Nov 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NGL (NGL Energy Partners LP) 103.29%
Nov 2022 – Nov 2025
50.19%
Apr 2021 – Apr 2026
12.18%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return