Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLORX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS R) | 31.20% | 52.27% | 22.86% | 17.48% | 9.33% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLORX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS R) | 10/02/2014 | 06/08/2026 |
| 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 52.27 | 22.86 | 17.48 | 9.33 | NA | NA | … | … | 31.20 | 15.12 | 11.56 | 10.03 | 20.28 | 39.81 | -27.32 | 10.88 | -13.96 | -0.14 | 34.40 | -38.97 | -8.13 |
| Sharpe Ratio | NA | 3.51 | 1.24 | 0.84 | 0.32 | NA | NA | … | … | 5.03 | 0.61 | 0.37 | 0.40 | 0.78 | 2.15 | -0.49 | 0.57 | -0.78 | -0.06 | 1.20 | -1.52 | -1.01 |
| Standard Deviation(%) | NA | 14.74 | 16.53 | 18.37 | 24.58 | NA | NA | … | … | 17.10 | 20.39 | 13.54 | 14.58 | 24.31 | 18.51 | 55.85 | 16.67 | 19.58 | 13.81 | 28.45 | 25.62 | 28.97 |
| Draw Down(%) | NA | 4.72 | 20.91 | 20.91 | 65.66 | NA | NA | … | … | 4.41 | 20.34 | 9.70 | 9.84 | 18.08 | 11.48 | 62.02 | 18.96 | 24.19 | 11.38 | 21.48 | 45.95 | 16.88 |
| Yield(%) | 0.00 | 1.21 | 5.10 | 4.84 | 3.96 | 1.93 | 1.45 | … | … | 0.00 | 1.43 | 9.78 | 4.41 | 3.64 | 4.51 | 3.98 | 4.84 | 3.19 | 3.25 | 3.21 | 3.16 | 0.69 |
Data as of 06/08/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLORX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS R) |
-22.75%
Mar 2017 – Mar 2020 |
-16.95%
Mar 2015 – Mar 2020 |
0.44%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLORX (COHEN & STEERS MLP & ENERGY OPPORTUNITY FUND INC. CLASS R) |
35.49%
Mar 2020 – Mar 2023 |
24.74%
Mar 2020 – Mar 2025 |
11.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart