It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ALRIX: ALPS/ALERIAN MLP INFRASTRUCTURE INDEX FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Energy Limited Partnership |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/03/2013 |
| Last Dividend Date: | 02/14/2018 |
| 12-Mo. Yield | 6.62% |
| Expenses | 0.85% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/27/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/03/2013 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | -15.0 | -10.8 | -6.8 | -5.1 | -4.2 | -9.4 | 17.9 | -31.1 | -0.1 | 7.5 |
| Sharpe Ratio | NA | -0.78 | -0.38 | -0.29 | -0.23 | -0.55 | -0.6 | 0.49 | -1.04 | -0.01 | 0.8 |
| Draw Down(%) | NA | 23.2 | 52.7 | 56.2 | 56.2 | 21.8 | 23.6 | 32.1 | 43.3 | 12.5 | 6.7 |
| Standard Deviation(%) | NA | 20.5 | 29.6 | 24.1 | 23.5 | 24.9 | 16.9 | 36.0 | 30.1 | 12.8 | 9.4 |
| Treynor Ratio | NA | -0.2 | -0.1 | -0.08 | -0.06 | -0.18 | -0.1 | 0.11 | -0.37 | 0.0 | 0.17 |
| Alpha | NA | -0.1 | -0.08 | -0.06 | -0.06 | -0.05 | -0.11 | 0.01 | -0.14 | -0.02 | -0.02 |
| Beta | NA | 0.78 | 1.15 | 0.92 | 0.9 | 0.75 | 0.98 | 1.68 | 0.85 | 0.47 | 0.44 |
| RSquared | NA | 0.22 | 0.26 | 0.23 | 0.23 | 0.33 | 0.15 | 0.38 | 0.19 | 0.17 | 0.26 |
| Yield(%) | N/A | 6.6 | 5.6 | 3.9 | N/A | 1.9 | 6.7 | 8.5 | 6.7 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -8.7 | N/A | N/A | N/A | -75.6 | -15.4 | -19.3 | 311.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2013
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Energy Limited Partnership Asset Class Trend Rankings |
Top Rated Funds in Energy Limited Partnership
Best Mutual Funds
* Day change on 04/27/2018.Best ETFs
- MLPW (UBS ETRACS Wells Fargo MLP Index ETN) (92%)
- MLPI (UBS ETRACS Alerian MLP Infrastructure Index ETN) (85%)
- MLPN (Credit Suisse Master Limited Partnerships ETN) (69%)
- AMLP (Alerian MLP ETF) (63%)
- AMJ (JPMorgan Alerian MLP Index ETN) (53%)
- MLPG (UBS ETRACS Alerian Natural Gas MLP Index ETN) (51%)
- MLPY (Morgan Stanley Cushing MLP High Income Index ETN) (34%)
Best Closed End Funds
* Day change on 04/27/2018.Latest Articles Related to ALRIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
