Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGG (Magellan Midstream Holdings Lp) | NA | 40.45% | 7.26% | NA | NA | NA | NA | … | … |
Data as of 09/25/2009, Common starting date is 02/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGG (Magellan Midstream Holdings Lp) | 02/13/2006 | 09/25/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 40.45 | 7.26 | NA | NA | NA | NA | … | … | 77.46 | -45.09 | 24.99 | -3.17 |
| Sharpe Ratio | NA | 0.73 | 0.15 | NA | NA | NA | NA | … | … | 2.99 | -0.88 | 1.20 | -0.37 |
| Standard Deviation(%) | NA | 55.25 | 38.07 | NA | NA | NA | NA | … | … | 39.62 | 51.95 | 18.46 | 18.89 |
| Draw Down(%) | NA | 38.88 | 57.83 | NA | NA | NA | NA | … | … | 12.00 | 52.41 | 19.05 | 16.67 |
| Yield(%) | 0.00 | 8.02 | 5.55 | 3.41 | 1.71 | 1.14 | 0.85 | … | … | 7.33 | 5.00 | 4.62 | 2.36 |
Data as of 09/25/2009, Common starting date is 02/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGG (Magellan Midstream Holdings Lp) |
-4.12%
Mar 2006 – Mar 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGG (Magellan Midstream Holdings Lp) |
5.88%
Jul 2006 – Jul 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart