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CCCAX: CENTER COAST MLP FOCUS FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 7.37 0.05(0.67%) June 08
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 01/03/2011 |
| Last Dividend Date: | 05/21/2026 |
| 12-Mo. Yield | 5.20% |
| Expenses | 1.21% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 22.0 | 21.7 | 26.3 | 20.0 | 7.3 | 5.9 | 5.9 | 2.4 | 44.6 | 17.8 | 15.9 | 40.0 | -35.5 | 8.3 | -13.7 | -8.6 | 14.5 | -22.4 | 7.9 | 18.5 | 0.6 | 10.9 |
| Sharpe Ratio | NA | 3.67 | 1.42 | 1.39 | 0.87 | 0.2 | NA | 0.19 | -0.03 | 2.94 | 0.96 | 0.53 | 1.77 | -0.54 | 0.37 | -0.67 | -0.62 | 0.41 | -0.91 | 0.61 | 2.0 | 0.07 | 1.08 |
| Draw Down(%) | NA | 7.1 | 7.7 | 18.1 | 19.4 | 74.3 | NA | 77.4 | 18.1 | 9.9 | 9.4 | 19.4 | 13.7 | 69.0 | 20.4 | 26.4 | 20.8 | 31.7 | 36.4 | 12.3 | 5.4 | 8.0 | 9.2 |
| Standard Deviation(%) | NA | 16.1 | 14.6 | 16.8 | 19.8 | 28.0 | NA | 25.3 | 21.1 | 13.9 | 14.9 | 27.2 | 22.6 | 65.5 | 18.3 | 22.8 | 15.0 | 35.3 | 24.7 | 13.0 | 9.2 | 7.6 | 10.1 |
| Treynor Ratio | NA | 0.72 | 0.24 | 0.25 | 0.18 | 0.06 | NA | 0.06 | 0.0 | 0.47 | 0.18 | 0.14 | 0.34 | -0.32 | 0.08 | -0.2 | -0.13 | 0.13 | -0.37 | 0.17 | 0.53 | 0.02 | 0.5 |
| Alpha | NA | 0.05 | -0.02 | 0.02 | 0.01 | 0.0 | NA | 0.01 | -0.07 | 0.11 | 0.04 | -0.02 | 0.02 | 0.02 | -0.01 | 0.0 | -0.04 | -0.06 | -0.04 | 0.06 | 0.04 | 0.0 | 0.04 |
| Beta | NA | 0.83 | 0.87 | 0.95 | 0.97 | 1.0 | NA | 0.81 | 1.15 | 0.88 | 0.78 | 1.01 | 1.18 | 1.11 | 0.8 | 0.78 | 0.74 | 1.07 | 0.6 | 0.46 | 0.35 | 0.22 | 0.22 |
| RSquared | NA | 0.58 | 0.52 | 0.6 | 0.7 | 0.67 | NA | 0.54 | 0.65 | 0.54 | 0.73 | 0.81 | 0.71 | 0.72 | 0.56 | 0.5 | 0.42 | 0.59 | 0.38 | 0.41 | 0.26 | 0.29 | 0.46 |
| Yield(%) | N/A | 2.4 | N/A | N/A | N/A | N/A | N/A | N/A | 5.5 | 7.9 | 7.1 | 6.7 | 9.8 | 8.7 | 11.8 | 9.1 | 7.9 | 7.7 | 6.4 | 6.3 | 6.7 | 6.2 | 5.6 |
| Dividend Growth(%) | N/A | -57.8 | N/A | N/A | N/A | N/A | N/A | N/A | -4.0 | 26.3 | 11.2 | -9.2 | -39.5 | -28.9 | 0.0 | 0.0 | 9.1 | -13.4 | 5.8 | 1.6 | 3.4 | 16.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2010
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