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
DLNG-PA (Dynagas LNG Partners LP) 4.42% 12.33% 15.45% 10.11% 11.30% NA NA
Data as of 06/05/2026, Common starting date is 07/15/2015
More Performance Analytics Comparison
Name Start Date End Date
DLNG-PA (Dynagas LNG Partners LP) 07/15/2015 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.08 12.33 15.45 10.11 11.30 NA NA 4.42 12.74 12.17 21.04 -3.20 27.12 4.01 26.61 -13.70 12.04 47.99 -20.35
Sharpe Ratio NA 0.95 1.14 0.37 0.34 NA NA 0.84 0.89 0.99 1.03 -0.12 2.78 0.06 0.67 -0.55 1.33 1.65 -0.90
Standard Deviation(%) NA 10.18 10.72 20.40 28.20 NA NA 9.68 11.13 8.66 17.11 39.08 9.74 58.90 37.79 27.28 8.62 28.94 42.76
Draw Down(%) NA 3.49 4.93 34.29 52.82 NA NA 3.49 4.93 3.24 11.29 34.29 2.60 52.82 28.63 32.85 2.91 23.09 36.97
Yield(%) 0.00 8.83 10.11 8.86 9.90 6.59 4.94 4.28 8.85 9.00 9.74 8.70 10.24 9.67 10.19 8.57 8.86 11.79 2.85
Data as of 06/05/2026, Common starting date is 07/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLNG-PA (Dynagas LNG Partners LP) -13.50%
Mar 2017 – Mar 2020
6.53%
May 2018 – May 2023
11.20%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DLNG-PA (Dynagas LNG Partners LP) 34.46%
Mar 2020 – Mar 2023
26.27%
Mar 2020 – Mar 2025
15.19%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return