Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XSZCX (The Cushing NexGen Infrastructu) | NA | -9.81% | -7.02% | 19.97% | NA | NA | NA | 8.80% |
Data as of 11/17/2022, AR inception is 12/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSZCX (The Cushing NexGen Infrastructu) | 12/16/2013 | 11/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | -9.81 | -7.02 | 19.97 | NA | NA | NA | 8.80 | -3.66 | -7.52 | -16.36 | -3.04 | 212.00 | 8.10 | 15.39 | -29.83 | -7.29 | 2.57 |
| Sharpe Ratio | NA | -0.45 | -0.27 | 0.26 | NA | NA | NA | 0.13 | -0.16 | -0.28 | -0.38 | -0.30 | 1.49 | 0.59 | 0.77 | -1.21 | -0.44 | 13.11 |
| Standard Deviation(%) | NA | 32.90 | 34.61 | 68.99 | NA | NA | NA | 53.15 | 33.48 | 27.43 | 42.98 | 14.66 | 141.54 | 12.62 | 19.78 | 24.68 | 16.60 | 6.83 |
| Draw Down(%) | NA | 22.76 | 56.77 | 67.69 | NA | NA | NA | 67.69 | 22.76 | 28.31 | 56.77 | 20.04 | 29.47 | 15.07 | 19.88 | 36.14 | 27.85 | 0.00 |
| Yield(%) | 0.42 | 4.03 | 2.05 | 5.13 | 2.62 | 1.75 | 1.31 | 3.28 | 4.35 | 0.42 | 1.69 | 0.49 | 5.05 | 2.74 | 0.00 | 0.00 | 5.80 | 0.00 |
Data as of 11/17/2022, AR inception is 12/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSZCX (The Cushing NexGen Infrastructu) |
-16.24%
Aug 2014 - Aug 2017 |
6.75%
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 |
|---|---|---|---|---|
| XSZCX (The Cushing NexGen Infrastructu) |
70.39%
Feb 2016 - Feb 2019 |
29.76%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart