Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMLPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS I) | 21.32% | 24.64% | 25.16% | 17.96% | 9.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMLPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS I) | 09/21/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 24.64 | 25.16 | 17.96 | 9.63 | NA | NA | … | … | 21.32 | 5.22 | 37.87 | 14.07 | 17.26 | 24.08 | -17.25 | 16.33 | -18.10 | -6.77 | 38.53 | -43.95 | 8.57 | 33.47 | 0.76 |
| Sharpe Ratio | NA | 1.38 | 1.34 | 0.78 | 0.34 | NA | NA | … | … | 2.95 | 0.11 | 2.49 | 0.66 | 0.57 | 1.06 | -0.35 | 1.02 | -0.95 | -0.48 | 1.08 | -1.37 | 0.42 | 3.07 | 0.23 |
| Standard Deviation(%) | NA | 13.96 | 16.74 | 20.13 | 24.40 | NA | NA | … | … | 15.58 | 20.92 | 13.75 | 16.00 | 27.91 | 22.69 | 50.47 | 14.56 | 20.62 | 15.66 | 35.41 | 32.21 | 20.30 | 10.90 | 12.52 |
| Draw Down(%) | NA | 6.57 | 17.59 | 21.32 | 60.48 | NA | NA | … | … | 6.16 | 17.59 | 9.53 | 10.91 | 21.32 | 14.57 | 55.44 | 12.40 | 26.43 | 17.26 | 31.42 | 54.07 | 24.82 | 7.11 | 8.08 |
| Yield(%) | 0.00 | 3.35 | 6.00 | 5.73 | 4.79 | 3.93 | 2.95 | … | … | 1.10 | 4.40 | 5.84 | 6.33 | 4.81 | 5.85 | 4.53 | 4.96 | 4.74 | 5.29 | 6.07 | 4.53 | 4.61 | 5.17 | 1.24 |
Data as of 06/04/2026, Common starting date is 09/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS I) |
-20.04%
Mar 2017 – Mar 2020 |
-16.99%
Mar 2015 – Mar 2020 |
-0.17%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMLPX (SALIENT MLP & ENERGY INFRASTRUCTURE FUND CLASS I) |
27.82%
Mar 2020 – Mar 2023 |
28.24%
Mar 2020 – Mar 2025 |
13.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart