Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGL-PB (NGL Energy Partners LP) | 10.41% | 31.23% | 25.40% | 27.49% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGL-PB (NGL Energy Partners LP) | 06/09/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 31.23 | 25.40 | 27.49 | NA | NA | NA | … | … | 10.41 | 13.43 | 36.26 | 199.03 | -34.00 | 19.66 | -45.29 | 35.66 | -4.39 | 3.17 |
| Sharpe Ratio | NA | 1.89 | 1.27 | 0.74 | NA | NA | NA | … | … | 2.64 | 0.50 | 2.43 | 4.59 | -0.88 | 0.36 | -0.34 | 2.59 | -0.32 | 0.50 |
| Standard Deviation(%) | NA | 15.08 | 17.46 | 32.99 | NA | NA | NA | … | … | 8.90 | 21.13 | 13.41 | 43.10 | 40.28 | 54.04 | 133.51 | 13.22 | 18.27 | 9.95 |
| Draw Down(%) | NA | 8.44 | 15.37 | 51.62 | NA | NA | NA | … | … | 2.18 | 15.37 | 5.34 | 17.39 | 51.62 | 40.04 | 83.98 | 5.20 | 19.38 | 7.78 |
| Yield(%) | 0.00 | 12.99 | 22.16 | 22.71 | 9.60 | 6.40 | 4.80 | … | … | 2.86 | 12.36 | 42.72 | 0.00 | 0.00 | 0.00 | 8.63 | 10.13 | 9.22 | 4.98 |
Data as of 06/05/2026, Common starting date is 06/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGL-PB (NGL Energy Partners LP) |
-24.40%
Dec 2019 – Dec 2022 |
-10.94%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGL-PB (NGL Energy Partners LP) |
66.57%
Dec 2022 – Dec 2025 |
44.19%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart