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AMJ: JPMorgan Alerian MLP Index ETN (ETF)
Basic Info
| Asset Class: | Energy Limited Partnership |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 04/02/2009 |
| Last Dividend Date: | 02/28/2024 |
| 12-Mo. Yield | 5.64% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/27/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/02/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 32.4 | 20.3 | 10.5 | 0.8 | 8.3 | 9.1 | 13.3 | 25.1 | 30.0 | 37.9 | -29.5 | 5.7 | -12.8 | -7.2 | 17.2 | -33.0 | 3.9 | 26.5 | 3.9 | 13.0 | 34.7 | 51.0 |
| Sharpe Ratio | NA | 2.33 | 0.85 | 0.25 | -0.01 | NA | 0.31 | 2.19 | 1.49 | 1.03 | 1.45 | -0.43 | 0.24 | -0.64 | -0.49 | 0.51 | -1.07 | 0.2 | 1.59 | 0.3 | 0.67 | 2.11 | 4.51 |
| Draw Down(%) | NA | 6.5 | 20.7 | 71.3 | 81.2 | NA | 81.2 | 6.5 | 10.3 | 20.7 | 17.4 | 68.9 | 19.8 | 25.6 | 21.4 | 28.9 | 44.1 | 21.0 | 10.4 | 13.3 | 17.6 | 12.2 | 9.4 |
| Standard Deviation(%) | NA | 12.2 | 21.2 | 36.5 | 31.5 | NA | 27.2 | 11.6 | 14.5 | 27.9 | 26.1 | 68.9 | 17.4 | 22.4 | 16.0 | 33.3 | 30.8 | 19.0 | 16.7 | 12.9 | 19.3 | 16.4 | 16.2 |
| Treynor Ratio | NA | 0.69 | 0.29 | 0.1 | 0.0 | NA | 0.1 | 0.75 | 0.41 | 0.45 | 0.39 | -0.27 | 0.06 | -0.18 | -0.09 | 0.11 | -0.36 | 0.05 | 0.34 | 0.06 | 0.23 | 0.61 | 1.33 |
| Alpha | NA | 0.07 | 0.05 | 0.01 | -0.03 | NA | 0.0 | 0.05 | 0.04 | 0.16 | 0.04 | -0.15 | -0.05 | -0.04 | -0.1 | 0.01 | -0.15 | -0.02 | 0.01 | -0.02 | 0.05 | 0.09 | 0.13 |
| Beta | NA | 0.41 | 0.63 | 0.89 | 0.92 | NA | 0.81 | 0.34 | 0.52 | 0.63 | 0.97 | 1.11 | 0.66 | 0.78 | 0.9 | 1.58 | 0.92 | 0.75 | 0.79 | 0.6 | 0.56 | 0.57 | 0.55 |
| RSquared | NA | 0.14 | 0.26 | 0.28 | 0.28 | NA | 0.28 | 0.1 | 0.22 | 0.3 | 0.23 | 0.33 | 0.22 | 0.36 | 0.14 | 0.39 | 0.21 | 0.21 | 0.27 | 0.36 | 0.46 | 0.4 | 0.46 |
| Yield(%) | N/A | 5.6 | 7.2 | 5.8 | 3.3 | 8.2 | N/A | 1.7 | 7.7 | 7.5 | 9.4 | 6.9 | 8.0 | 6.7 | 6.0 | 7.1 | 4.9 | 5.1 | 5.5 | 5.2 | 5.2 | 6.1 | 4.5 |
| Dividend Growth(%) | N/A | -17.0 | -16.0 | -29.4 | N/A | N/A | N/A | -74.5 | 20.4 | 5.9 | -13.8 | -16.6 | -3.1 | -2.2 | -8.0 | -9.5 | -1.4 | 6.3 | 8.2 | 6.1 | 6.2 | 104.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2009
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See Energy Limited Partnership Asset Class Trend Rankings |
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