Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRGP (Targa Resources Corp.) | -3.25% | 28.12% | 44.54% | 59.54% | 12.53% | NA | NA | 20.12% |
Data as of 07/18/2025, AR inception is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRGP (Targa Resources Corp.) | 12/07/2010 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 28.12 | 44.54 | 59.54 | 12.53 | NA | NA | 20.12 | -3.25 | 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 | 0.77 | 1.35 | 1.59 | 0.20 | NA | NA | 0.37 | -0.20 | 4.31 | 0.67 | 1.03 | 2.74 | -0.26 | 0.65 | -0.68 | -0.26 | 1.93 | -1.37 | 0.57 | 3.73 | 1.54 | 1.56 | 8.78 |
| Standard Deviation(%) | NA | 36.47 | 31.56 | 36.80 | 56.36 | NA | NA | 49.84 | 42.73 | 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 | 26.90 | 26.90 | 33.56 | 92.32 | NA | NA | 95.21 | 26.90 | 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 | 2.39 | 3.88 | 9.14 | 2.97 | 9.31 | 6.98 | 9.98 | 0.96 | 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 07/18/2025, AR inception 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 |
0.00%
NA |
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 |
14.11%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart