Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XINFX (Brookfield Global Listed Infras) | NA | -4.11% | -1.13% | -7.40% | NA | NA | NA | … | … |
Data as of 03/16/2020, Common starting date is 08/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XINFX (Brookfield Global Listed Infras) | 08/30/2011 | 03/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.11 | -1.13 | -7.40 | NA | NA | NA | … | … | -10.09 | 28.98 | -17.26 | 6.45 | -1.76 | -37.80 | 11.77 | 11.72 | 6.26 | 5.06 |
| Sharpe Ratio | NA | -0.30 | -0.15 | -0.43 | NA | NA | NA | … | … | -1.80 | 2.18 | -1.00 | 0.51 | -0.09 | -1.50 | 0.69 | 0.88 | 0.47 | 0.60 |
| Standard Deviation(%) | NA | 15.10 | 15.38 | 18.90 | NA | NA | NA | … | … | 23.21 | 12.63 | 18.52 | 11.46 | 22.47 | 25.25 | 17.10 | 13.23 | 13.36 | 26.49 |
| Draw Down(%) | NA | 14.37 | 25.52 | 50.65 | NA | NA | NA | … | … | 14.37 | 7.10 | 24.48 | 8.84 | 19.93 | 41.67 | 22.36 | 12.43 | 14.98 | 13.60 |
| Yield(%) | 0.00 | 0.93 | 0.70 | 0.30 | 2.06 | 1.37 | 1.03 | … | … | 0.22 | 1.11 | 0.53 | 0.43 | 0.00 | 0.51 | 9.17 | 6.84 | 0.00 | 0.00 |
Data as of 03/16/2020, Common starting date is 08/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XINFX (Brookfield Global Listed Infras) |
-17.04%
Aug 2014 – Aug 2017 |
-10.78%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XINFX (Brookfield Global Listed Infras) |
20.07%
Sep 2011 – Sep 2014 |
1.20%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart