Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CORRQ (CorEnergy Infrastructure Trust Inc) NA -98.26% -85.51% -77.30% -49.50% -33.21% NA
Data as of 06/12/2024, Common starting date is 02/02/2007
More Performance Analytics Comparison
Name Start Date End Date
CORRQ (CorEnergy Infrastructure Trust Inc) 02/02/2007 06/12/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -98.26 -85.51 -77.30 -49.50 -33.21 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 1.38 1.40 19.73 24.39 6.08
Data as of 06/12/2024, Common starting date is 02/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORRQ (CorEnergy Infrastructure Trust Inc) -88.36%
Mar 2021 – Mar 2024
-79.84%
Mar 2019 – Mar 2024
-52.52%
Mar 2014 – Mar 2024
-37.35%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CORRQ (CorEnergy Infrastructure Trust Inc) 53.64%
Feb 2016 – Feb 2019
19.12%
Jun 2009 – Jun 2014
15.21%
Jun 2009 – Jun 2019
-10.65%
Nov 2007 – Nov 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return