Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WES (Western Midstream Partners, LP) | 19.26% | 31.22% | 31.40% | 26.55% | 8.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WES (Western Midstream Partners, LP) | 12/10/2012 | 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 (%) | 2.71 | 31.22 | 31.40 | 26.55 | 8.72 | NA | NA | … | … | 19.26 | 12.77 | 43.58 | 19.46 | 29.29 | 72.31 | -19.13 | -22.65 | -21.31 | -8.01 | 22.25 | -38.13 | 39.98 | 34.14 | 7.93 |
| Sharpe Ratio | NA | 1.14 | 1.10 | 0.83 | 0.13 | NA | NA | … | … | 1.46 | 0.41 | 1.58 | 0.67 | 0.73 | 1.73 | -0.15 | -0.72 | -0.76 | -0.47 | 0.39 | -0.89 | 1.51 | 1.37 | 10.65 |
| Standard Deviation(%) | NA | 20.22 | 23.87 | 29.18 | 49.59 | NA | NA | … | … | 22.87 | 24.51 | 25.26 | 23.65 | 38.20 | 41.81 | 128.43 | 33.55 | 29.96 | 18.58 | 56.02 | 42.69 | 26.43 | 24.84 | 27.69 |
| Draw Down(%) | NA | 9.42 | 16.65 | 23.54 | 92.01 | NA | NA | … | … | 9.42 | 16.65 | 12.62 | 14.18 | 23.54 | 20.99 | 85.34 | 46.18 | 32.52 | 24.24 | 45.68 | 53.01 | 24.54 | 16.43 | 3.59 |
| Yield(%) | 0.00 | 9.73 | 12.56 | 12.90 | 5.25 | 6.44 | 4.83 | … | … | 4.63 | 9.18 | 11.12 | 9.68 | 8.09 | 8.93 | 7.65 | 8.67 | 4.47 | 4.60 | 4.61 | 2.22 | 2.61 | 1.98 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WES (Western Midstream Partners, LP) |
-55.72%
Mar 2017 – Mar 2020 |
-40.90%
Mar 2015 – Mar 2020 |
0.73%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WES (Western Midstream Partners, LP) |
119.47%
Mar 2020 – Mar 2023 |
81.58%
Mar 2020 – Mar 2025 |
12.72%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart