Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSXP (Phillips 66 Partners LP) | NA | 53.63% | 4.50% | 3.61% | NA | NA | NA | … | … |
Data as of 03/08/2022, Common starting date is 07/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSXP (Phillips 66 Partners LP) | 07/24/2013 | 03/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.21 | 53.63 | 4.50 | 3.61 | NA | NA | NA | … | … | 21.45 | 54.81 | -54.25 | 55.75 | -19.56 | 7.63 | -20.78 | -10.92 | 81.73 | 26.73 |
| Sharpe Ratio | NA | 1.66 | 0.08 | 0.07 | NA | NA | NA | … | … | 6.10 | 1.62 | -0.66 | 2.67 | -0.91 | 0.31 | -0.63 | -0.28 | 2.25 | 2.34 |
| Standard Deviation(%) | NA | 32.30 | 53.05 | 43.65 | NA | NA | NA | … | … | 32.25 | 33.89 | 82.36 | 20.54 | 22.97 | 22.71 | 33.27 | 39.18 | 36.38 | 30.48 |
| Draw Down(%) | NA | 16.28 | 63.70 | 63.70 | NA | NA | NA | … | … | 10.92 | 18.85 | 63.70 | 11.05 | 25.24 | 22.07 | 31.65 | 43.41 | 29.02 | 14.56 |
| Yield(%) | 0.00 | 11.25 | 6.90 | 5.97 | 7.16 | 4.77 | 3.58 | … | … | 2.32 | 13.47 | 5.69 | 7.96 | 5.50 | 4.84 | 3.25 | 2.22 | 3.02 | 0.52 |
Data as of 03/08/2022, Common starting date is 07/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSXP (Phillips 66 Partners LP) |
-18.78%
Sep 2017 – Sep 2020 |
-12.05%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSXP (Phillips 66 Partners LP) |
20.07%
Aug 2013 – Aug 2016 |
14.73%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart