Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCTRX (ClearBridge Energy MLP Total Re) | NA | 25.18% | 24.65% | -23.16% | -5.76% | NA | NA | … | … |
Data as of 12/30/2024, Common starting date is 06/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCTRX (ClearBridge Energy MLP Total Re) | 06/28/2012 | 12/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.18 | 24.65 | -23.16 | -5.76 | NA | NA | … | … | 26.53 | 19.49 | 25.82 | 65.14 | -91.57 | 10.26 | 256.77 | -13.09 | 7.04 | -42.72 | 7.54 | 23.76 | 0.52 |
| Sharpe Ratio | NA | 1.40 | 0.80 | -0.27 | -0.08 | NA | NA | … | … | 1.41 | 0.74 | 0.66 | 2.16 | -0.45 | 0.42 | 1.56 | -0.89 | 0.13 | -1.07 | 0.44 | 2.11 | 0.10 |
| Standard Deviation(%) | NA | 14.23 | 25.81 | 94.10 | 87.36 | NA | NA | … | … | 14.23 | 20.85 | 36.96 | 30.10 | 202.58 | 20.86 | 164.75 | 15.41 | 52.13 | 39.87 | 16.91 | 11.26 | 9.74 |
| Draw Down(%) | NA | 7.36 | 27.07 | 97.72 | 98.21 | NA | NA | … | … | 7.36 | 14.00 | 27.07 | 18.55 | 97.72 | 21.93 | 36.88 | 25.91 | 48.16 | 55.83 | 18.02 | 7.29 | 8.18 |
| Yield(%) | 0.00 | 5.33 | 7.68 | 3.87 | 4.09 | 4.07 | 3.05 | … | … | 5.33 | 7.36 | 6.67 | 8.89 | 2.22 | 0.58 | 0.23 | 0.00 | 0.00 | 0.00 | 5.87 | 3.34 | 0.00 |
Data as of 12/30/2024, Common starting date is 06/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCTRX (ClearBridge Energy MLP Total Re) |
-52.99%
Aug 2018 – Aug 2021 |
-37.94%
Mar 2015 – Mar 2020 |
-8.21%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCTRX (ClearBridge Energy MLP Total Re) |
75.87%
Feb 2016 – Feb 2019 |
24.49%
Aug 2013 – Aug 2018 |
-5.87%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart