Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NS (NuStar Energy LP) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 05/14/2024, Common starting date is 04/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NS (NuStar Energy LP) | 04/10/2001 | 05/14/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 28.49 | 11.55 | 21.45 | -37.07 | 34.94 | -22.10 | -36.70 | 37.55 | -24.92 | 22.22 | 31.80 | -18.50 | -12.60 | 33.05 | 48.05 | -16.48 | 1.49 | 15.21 | -8.00 | 26.88 | 34.34 | 6.55 | 47.68 |
| Sharpe Ratio | NA | 1.77 | 0.40 | 0.09 | -0.03 | NA | NA | … | … | 1.97 | 1.00 | 0.26 | 0.61 | -0.36 | 1.40 | -0.57 | -1.43 | 0.88 | -0.74 | 0.80 | 1.20 | -0.87 | -0.59 | 1.64 | 1.82 | -0.38 | -0.09 | 0.83 | -0.73 | 1.40 | 2.17 | 0.29 | 2.73 |
| Standard Deviation(%) | NA | 29.25 | 33.07 | 54.02 | 45.54 | NA | NA | … | … | 36.20 | 24.50 | 38.99 | 34.93 | 102.26 | 23.87 | 41.06 | 26.13 | 42.34 | 33.83 | 27.60 | 26.48 | 21.60 | 21.37 | 20.16 | 26.40 | 45.19 | 17.23 | 14.50 | 14.02 | 18.59 | 15.47 | 18.77 | 26.03 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 15.01 | 22.93 | 29.41 | 75.82 | 11.79 | 42.92 | 49.23 | 35.41 | 48.11 | 20.53 | 28.81 | 32.83 | 24.37 | 16.38 | 14.89 | 42.36 | 23.20 | 7.87 | 17.51 | 17.77 | 9.81 | 18.62 | 12.20 |
| Yield(%) | NA | 8.66 | 8.42 | 5.98 | 4.76 | 6.37 | 7.28 | … | … | 3.25 | 9.93 | 9.85 | 11.17 | 6.78 | 11.27 | 9.65 | 8.63 | 10.70 | 7.40 | 8.60 | 9.89 | 7.72 | 6.27 | 7.47 | 9.73 | 7.37 | 6.81 | 6.61 | 5.61 | 6.29 | 7.34 | 6.73 | 3.93 |
Data as of 05/14/2024, Common starting date is 04/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NS (NuStar Energy LP) |
-40.36%
Mar 2017 – Mar 2020 |
-26.25%
Mar 2015 – Mar 2020 |
-10.65%
Mar 2010 – Mar 2020 |
-5.03%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NS (NuStar Energy LP) |
35.96%
Mar 2020 – Mar 2023 |
21.07%
Apr 2002 – Apr 2007 |
15.63%
Jun 2001 – Jun 2011 |
11.37%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart