Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLPX (Recurrent MLP & Infrastructure Fund) | 32.83% | 44.35% | 29.89% | 24.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLPX (Recurrent MLP & Infrastructure Fund) | 11/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.25 | 44.35 | 29.89 | 24.18 | NA | NA | NA | … | … | 32.83 | 2.81 | 30.03 | 16.79 | 35.03 | 42.56 | -28.37 | 15.30 | -13.21 | 2.60 |
| Sharpe Ratio | NA | 2.20 | 1.50 | 1.03 | NA | NA | NA | … | … | 4.08 | 0.00 | 1.87 | 0.75 | 1.13 | 1.74 | -0.47 | 0.84 | -0.77 | 1.04 |
| Standard Deviation(%) | NA | 16.32 | 17.40 | 21.48 | NA | NA | NA | … | … | 19.50 | 20.80 | 14.10 | 17.58 | 29.91 | 24.45 | 60.69 | 16.48 | 18.95 | 15.94 |
| Draw Down(%) | NA | 8.66 | 18.21 | 22.83 | NA | NA | NA | … | … | 8.66 | 18.21 | 10.83 | 11.28 | 22.83 | 16.95 | 64.98 | 14.01 | 22.97 | 6.12 |
| Yield(%) | 0.00 | 5.24 | 8.09 | 8.89 | 5.71 | 3.81 | 2.86 | … | … | 0.00 | 6.44 | 9.17 | 7.31 | 8.67 | 11.59 | 8.41 | 7.65 | 6.23 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLPX (Recurrent MLP & Infrastructure Fund) |
-10.50%
Dec 2017 – Dec 2020 |
5.47%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLPX (Recurrent MLP & Infrastructure Fund) |
44.66%
Mar 2020 – Mar 2023 |
36.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart