Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAA (Plains All American Pipeline, L.P.) | 32.79% | 48.04% | 28.99% | 24.35% | 6.73% | 5.47% | 7.20% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAA (Plains All American Pipeline, L.P.) | 11/18/1998 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 48.04 | 28.99 | 24.35 | 6.73 | 5.47 | 7.20 | … | … | 32.79 | 14.30 | 21.38 | 39.18 | 35.79 | 22.24 | -49.63 | -2.28 | 3.75 | -31.34 | 55.40 | -51.87 | 3.83 | 19.50 | 29.54 | 24.32 | 26.60 | 65.42 | -27.99 | 7.58 | 37.96 | 11.42 | 24.59 | 43.59 | 2.05 | 47.26 | 63.50 | -24.91 | -13.44 |
| Sharpe Ratio | NA | 2.36 | 1.07 | 0.86 | 0.15 | NA | NA | … | … | 4.17 | 0.44 | 0.87 | 1.61 | 0.99 | 0.58 | -0.49 | -0.17 | 0.07 | -0.94 | 0.96 | -1.13 | 0.16 | 1.11 | 1.92 | 1.34 | 1.54 | 2.47 | -0.55 | 0.29 | 2.52 | 0.46 | 1.30 | 3.04 | 0.04 | 1.63 | 2.52 | -0.40 | -4.06 |
| Standard Deviation(%) | NA | 18.66 | 22.43 | 27.00 | 42.96 | NA | NA | … | … | 20.93 | 26.21 | 20.40 | 22.23 | 34.77 | 38.29 | 102.11 | 22.37 | 32.37 | 34.02 | 57.41 | 45.76 | 23.24 | 17.61 | 15.52 | 18.16 | 17.22 | 26.47 | 52.04 | 15.61 | 13.79 | 19.94 | 18.22 | 14.11 | 23.75 | 28.09 | 23.56 | 71.06 | 18.42 |
| Draw Down(%) | NA | 14.53 | 22.26 | 26.11 | 87.75 | NA | NA | … | … | 7.12 | 22.26 | 11.34 | 13.94 | 19.95 | 26.11 | 82.57 | 30.30 | 25.98 | 40.49 | 34.39 | 62.44 | 24.43 | 16.95 | 8.25 | 10.71 | 11.01 | 11.91 | 46.01 | 22.22 | 11.75 | 17.76 | 14.69 | 6.41 | 21.22 | 16.91 | 9.06 | 48.61 | 16.51 |
| Yield(%) | 0.00 | 9.48 | 10.29 | 10.39 | 5.11 | 5.57 | 7.21 | … | … | 4.59 | 8.78 | 8.30 | 9.26 | 8.49 | 8.78 | 5.78 | 6.71 | 7.05 | 5.97 | 10.88 | 5.27 | 4.95 | 4.95 | 5.75 | 6.20 | 6.96 | 9.77 | 6.79 | 6.44 | 7.10 | 6.97 | 7.06 | 8.88 | 8.20 | 10.01 | 13.78 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAA (Plains All American Pipeline, L.P.) |
-41.05%
Mar 2017 – Mar 2020 |
-30.82%
Mar 2015 – Mar 2020 |
-9.90%
Mar 2010 – Mar 2020 |
-2.08%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAA (Plains All American Pipeline, L.P.) |
48.27%
Sep 2020 – Sep 2023 |
41.87%
Mar 2020 – Mar 2025 |
25.64%
Nov 1999 – Nov 2009 |
24.25%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart