Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMLP (Summit Midstream Partners LP) | NA | 176.56% | -0.21% | -9.59% | -20.35% | NA | NA | … | … |
Data as of 10/02/2024, Common starting date is 09/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMLP (Summit Midstream Partners LP) | 09/28/2012 | 10/02/2024 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.80 | 176.56 | -0.21 | -9.59 | -20.35 | NA | NA | … | … | 110.78 | 7.37 | -24.86 | 77.74 | -73.59 | -67.06 | -50.98 | -18.49 | 34.28 | -50.71 | 3.68 | 84.82 | -6.06 |
| Sharpe Ratio | NA | 2.79 | -0.06 | -0.13 | -0.31 | NA | NA | … | … | 2.75 | 0.06 | -0.40 | 1.14 | -0.49 | -1.62 | -1.93 | -1.28 | 0.00 | -1.11 | -0.43 | 2.94 | -2.15 |
| Standard Deviation(%) | NA | 61.05 | 59.56 | 87.58 | 70.75 | NA | NA | … | … | 58.98 | 51.77 | 66.57 | 68.19 | 151.47 | 55.63 | 37.55 | 29.51 | 55.55 | 62.13 | 34.50 | 22.54 | 19.25 |
| Draw Down(%) | NA | 24.78 | 68.86 | 89.63 | 98.05 | NA | NA | … | … | 14.99 | 31.13 | 51.96 | 46.64 | 86.15 | 79.40 | 55.53 | 29.73 | 35.84 | 66.98 | 40.82 | 8.37 | 12.44 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.72 | 2.28 | 4.58 | 3.43 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.01 | 13.09 | 10.72 | 9.26 | 11.93 | 5.81 | 5.70 | 8.55 | 0.00 |
Data as of 10/02/2024, 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 |
|---|---|---|---|---|
| SMLP (Summit Midstream Partners LP) |
-66.11%
Mar 2017 – Mar 2020 |
-48.69%
Mar 2015 – Mar 2020 |
-24.82%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLP (Summit Midstream Partners LP) |
24.34%
Oct 2020 – Oct 2023 |
9.11%
Dec 2012 – Dec 2017 |
-16.99%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart