Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CORLQ (CorEnergy Infrastructure Trust Inc) | NA | -88.11% | -65.32% | -45.59% | NA | NA | NA | … | … |
Data as of 06/12/2024, Common starting date is 02/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CORLQ (CorEnergy Infrastructure Trust Inc) | 02/02/2015 | 06/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | -88.11 | -65.32 | -45.59 | NA | NA | NA | … | … | -63.84 | -78.77 | -38.25 | 22.93 | -21.18 | 15.99 | -1.69 | 12.53 | 47.72 | -22.73 |
| Sharpe Ratio | NA | -0.77 | -0.70 | -0.54 | NA | NA | NA | … | … | -0.64 | -0.66 | -0.78 | 0.92 | -0.22 | 2.08 | -0.28 | 1.49 | 1.37 | -0.54 |
| Standard Deviation(%) | NA | 119.40 | 97.03 | 87.12 | NA | NA | NA | … | … | 145.70 | 126.57 | 50.80 | 24.82 | 96.41 | 7.01 | 10.66 | 8.05 | 34.64 | 45.11 |
| Draw Down(%) | NA | 92.02 | 96.63 | 96.63 | NA | NA | NA | … | … | 75.81 | 89.02 | 56.33 | 28.09 | 67.81 | 3.18 | 9.00 | 3.90 | 24.57 | 37.57 |
| Yield(%) | 0.00 | 0.00 | 3.81 | 5.10 | 5.75 | 3.84 | 2.88 | … | … | 0.00 | 0.00 | 8.66 | 10.45 | 7.22 | 7.72 | 7.19 | 7.52 | 10.01 | 6.19 |
Data as of 06/12/2024, Common starting date is 02/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORLQ (CorEnergy Infrastructure Trust Inc) |
-64.70%
Apr 2021 – Apr 2024 |
-45.71%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CORLQ (CorEnergy Infrastructure Trust Inc) |
24.50%
Jan 2016 – Jan 2019 |
13.15%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart