Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMIEX (Cohen & Steers MLP Income & Energy Opportunity Fd Inc) | NA | 53.51% | -26.34% | -14.18% | NA | NA | NA | … | … |
Data as of 08/06/2021, Common starting date is 10/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMIEX (Cohen & Steers MLP Income & Energy Opportunity Fd Inc) | 10/14/2013 | 08/06/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 53.51 | -26.34 | -14.18 | NA | NA | NA | … | … | 37.68 | -64.40 | -3.76 | -22.23 | -14.65 | 14.90 | -49.70 | 12.20 | 5.30 |
| Sharpe Ratio | NA | 1.16 | -0.56 | -0.45 | NA | NA | NA | … | … | 2.30 | -0.71 | -0.22 | -0.82 | -0.77 | 0.29 | -1.26 | 0.64 | 1.88 |
| Standard Deviation(%) | NA | 36.38 | 57.17 | 46.53 | NA | NA | NA | … | … | 30.95 | 90.54 | 23.96 | 28.60 | 20.01 | 50.21 | 39.44 | 19.04 | 14.49 |
| Draw Down(%) | NA | 26.45 | 89.15 | 90.10 | NA | NA | NA | … | … | 17.19 | 84.18 | 34.86 | 37.09 | 27.67 | 46.10 | 59.97 | 20.39 | 4.78 |
| Yield(%) | 0.00 | 6.13 | 3.55 | 5.21 | 3.60 | 2.40 | 1.80 | … | … | 3.27 | 3.98 | 5.87 | 8.41 | 7.32 | 8.36 | 6.01 | 6.58 | 1.72 |
Data as of 08/06/2021, Common starting date is 10/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMIEX (Cohen & Steers MLP Income & Energy Opportunity Fd Inc) |
-44.65%
Mar 2017 – Mar 2020 |
-34.02%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMIEX (Cohen & Steers MLP Income & Energy Opportunity Fd Inc) |
16.26%
Feb 2016 – Feb 2019 |
-5.85%
Mar 2014 – Mar 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart