Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMC (Summit Midstream Corporation) | NA | 14.19% | 25.05% | 0.57% | -17.02% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMC (Summit Midstream Corporation) | 09/28/2012 | 06/11/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.19 | 25.05 | 0.57 | -17.02 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.43 | 4.58 | 3.43 | … | … |
Data as of 06/11/2026, Common starting date is 09/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMC (Summit Midstream Corporation) |
-66.11%
Mar 2017 – Mar 2020 |
-48.69%
Mar 2015 – Mar 2020 |
-25.18%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMC (Summit Midstream Corporation) |
42.13%
Feb 2022 – Feb 2025 |
29.94%
Mar 2020 – Mar 2025 |
-12.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart