Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLPPX (ADVISORY RESEARCH MLP & ENERGY INFRASTRUCTURE FUND CLASS I) | NA | 11.30% | 12.73% | NA | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 09/13/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLPPX (ADVISORY RESEARCH MLP & ENERGY INFRASTRUCTURE FUND CLASS I) | 09/13/2010 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.35 | 11.30 | 12.73 | NA | NA | NA | NA | … | … | 6.59 | 20.14 | 7.29 | 12.62 | 6.66 |
| Sharpe Ratio | NA | 0.82 | 1.21 | NA | NA | NA | NA | … | … | 0.49 | 2.27 | 0.86 | 0.86 | 3.63 |
| Standard Deviation(%) | NA | 13.72 | 10.51 | NA | NA | NA | NA | … | … | 13.93 | 8.87 | 8.44 | 14.65 | 6.45 |
| Draw Down(%) | NA | 13.71 | 13.71 | NA | NA | NA | NA | … | … | 13.71 | 6.79 | 8.13 | 14.02 | 3.06 |
| Yield(%) | 0.00 | 7.69 | 8.66 | 6.42 | 3.21 | 2.14 | 1.61 | … | … | 6.01 | 7.37 | 11.29 | 2.79 | 0.00 |
Data as of 12/16/2014, Common starting date is 09/13/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLPPX (ADVISORY RESEARCH MLP & ENERGY INFRASTRUCTURE FUND CLASS I) |
12.18%
Apr 2011 – Apr 2014 |
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 |
|---|---|---|---|---|
| MLPPX (ADVISORY RESEARCH MLP & ENERGY INFRASTRUCTURE FUND CLASS I) |
22.19%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart