Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSS (NuStar Logistics 7.625% Fixed To Floating Rate Subordinated Notes Exp 15 Jan 2043) | NA | 10.31% | 10.65% | 10.38% | 7.90% | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 01/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSS (NuStar Logistics 7.625% Fixed To Floating Rate Subordinated Notes Exp 15 Jan 2043) | 01/30/2013 | 05/31/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 10.31 | 10.65 | 10.38 | 7.90 | NA | NA | … | … | 1.30 | 20.28 | 4.93 | 25.88 | -7.12 | 18.40 | 4.46 | 4.37 | 34.40 | -17.84 | 8.78 | 6.04 |
| Sharpe Ratio | NA | 0.76 | 0.90 | 0.23 | 0.23 | NA | NA | … | … | -0.06 | 1.79 | 0.32 | 2.42 | -0.09 | 2.67 | 0.32 | 0.64 | 1.28 | -0.85 | 0.95 | 0.66 |
| Standard Deviation(%) | NA | 8.57 | 9.34 | 38.56 | 29.67 | NA | NA | … | … | 8.65 | 9.02 | 11.06 | 10.66 | 83.98 | 6.37 | 9.95 | 5.88 | 26.67 | 21.02 | 9.28 | 9.89 |
| Draw Down(%) | NA | 4.35 | 7.24 | 66.19 | 66.19 | NA | NA | … | … | 4.35 | 4.05 | 7.24 | 7.16 | 66.19 | 2.30 | 10.66 | 3.19 | 19.75 | 30.94 | 6.04 | 9.21 |
| Yield(%) | 0.00 | 11.92 | 9.76 | 9.10 | 7.39 | 5.78 | 4.34 | … | … | 2.96 | 12.48 | 8.79 | 8.16 | 7.46 | 9.67 | 9.05 | 7.40 | 9.26 | 1.84 | 7.48 | 7.25 |
Data as of 05/31/2024, Common starting date is 01/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSS (NuStar Logistics 7.625% Fixed To Floating Rate Subordinated Notes Exp 15 Jan 2043) |
-12.58%
Mar 2017 – Mar 2020 |
-5.51%
Mar 2015 – Mar 2020 |
7.30%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSS (NuStar Logistics 7.625% Fixed To Floating Rate Subordinated Notes Exp 15 Jan 2043) |
35.19%
Mar 2020 – Mar 2023 |
11.81%
Dec 2018 – Dec 2023 |
8.81%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart