Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRGP (Targa Resources Corp.) | 46.37% | 70.20% | 59.14% | 44.99% | 24.80% | 20.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRGP (Targa Resources Corp.) | 12/07/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 70.20 | 59.14 | 44.99 | 24.80 | 20.11 | NA | … | … | 46.37 | 5.65 | 110.12 | 21.01 | 43.71 | 100.15 | -32.68 | 23.98 | -19.88 | -7.09 | 130.93 | -73.36 | 23.17 | 71.97 | 34.21 | 56.10 | 8.54 |
| Sharpe Ratio | NA | 2.24 | 1.89 | 1.42 | 0.45 | NA | NA | … | … | 4.64 | 0.08 | 4.44 | 0.69 | 1.03 | 2.74 | -0.26 | 0.65 | -0.68 | -0.27 | 1.93 | -1.37 | 0.57 | 3.73 | 1.54 | 1.55 | 8.78 |
| Standard Deviation(%) | NA | 27.70 | 28.88 | 32.57 | 51.29 | NA | NA | … | … | 26.68 | 36.46 | 24.01 | 25.31 | 41.35 | 36.55 | 128.46 | 34.58 | 31.47 | 29.32 | 67.85 | 53.56 | 40.57 | 19.30 | 22.45 | 36.06 | 26.99 |
| Draw Down(%) | NA | 16.30 | 31.61 | 31.61 | 90.80 | NA | NA | … | … | 7.83 | 31.61 | 17.21 | 15.64 | 29.98 | 18.22 | 88.48 | 29.05 | 40.64 | 32.60 | 40.80 | 75.16 | 40.03 | 10.85 | 17.62 | 25.22 | 3.71 |
| Yield(%) | 0.00 | 2.65 | 4.58 | 5.27 | 5.86 | 7.86 | 7.84 | … | … | 1.20 | 2.05 | 3.18 | 2.62 | 2.63 | 1.53 | 2.98 | 9.91 | 7.41 | 6.28 | 13.58 | 3.17 | 3.08 | 3.73 | 3.69 | 3.46 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRGP (Targa Resources Corp.) |
-47.21%
Mar 2017 – Mar 2020 |
-35.96%
Mar 2015 – Mar 2020 |
4.22%
Mar 2011 – Mar 2021 |
18.35%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRGP (Targa Resources Corp.) |
123.49%
Mar 2020 – Mar 2023 |
100.11%
Mar 2020 – Mar 2025 |
30.24%
Jan 2016 – Jan 2026 |
19.31%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart