Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 08/10/2018.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| WPZ (Williams Partners L.P) | 11.48% | NA | 22.82% | 5.22% | 0.66% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPZ (Williams Partners L.P) | 06/18/2012 | 08/10/2018 |
The return data shown below all have the same latest date: 08/10/2018.
AR inception is since 06/18/2012.
AR inception is since 06/18/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 22.82 | 5.22 | 0.66 | NA | NA | NA | 11.48 | 22.15 | 1.97 | 36.55 | -45.46 | -4.21 | 68.69 | 28.06 | 0.80 | -11.59 | 156.87 | -69.54 | 1.29 | 24.24 | 20.27 |
| Sharpe Ratio | NA | 0.14 | -0.41 | -0.52 | -0.21 | NA | NA | -0.25 | 0.92 | -0.87 | 0.04 | -1.34 | -0.88 | 2.36 | 1.81 | -0.70 | -0.36 | 2.43 | -1.61 | -0.97 | 0.10 | 1.14 |
| Standard Deviation(%) | NA | 22.55 | 45.91 | 40.15 | 47.39 | NA | NA | 37.47 | 24.47 | 20.00 | 64.58 | 47.62 | 25.85 | 21.25 | 23.14 | 25.47 | 84.00 | 56.94 | 55.23 | 21.46 | 19.00 | 31.97 |
| Draw Down(%) | NA | 22.81 | 68.48 | 78.86 | 75.84 | NA | NA | 78.86 | 22.81 | 16.94 | 53.39 | 62.52 | 23.78 | 10.85 | 14.78 | 16.45 | 55.88 | 47.56 | 71.66 | 26.20 | 11.82 | 8.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPZ (Williams Partners L.P) |
-18.68%
Mar 2013 - Mar 2016 |
-2.01%
Jun 2013 - Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPZ (Williams Partners L.P) |
19.08%
Jul 2012 - Jul 2015 |
8.68%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart