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
MLPX (Global X MLP & Energy Infrastructure ETF) 23.74% 25.73% 28.03% 20.55% -0.77% NA NA
Data as of 06/09/2026, Common starting date is 08/07/2013
More Performance Analytics Comparison
Name Start Date End Date
MLPX (Global X MLP & Energy Infrastructure ETF) 08/07/2013 06/09/2026
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 2013
Annualized Return (%) -0.27 25.73 28.03 20.55 -0.77 NA NA 23.74 4.96 42.89 15.77 21.54 39.63 -73.44 14.57 -18.21 -7.18 30.62 -36.70 14.50 9.57
Sharpe Ratio NA 1.44 1.47 0.92 -0.05 NA NA 3.67 0.10 2.66 0.76 0.75 1.73 -0.58 0.82 -0.87 -0.49 0.86 -1.31 0.79 2.13
Standard Deviation(%) NA 15.35 17.18 20.15 44.53 NA NA 17.24 20.60 14.79 16.03 27.11 22.92 126.53 16.00 22.66 15.90 35.55 27.98 18.34 12.03
Draw Down(%) NA 8.18 16.77 19.72 89.33 NA NA 7.33 16.77 9.48 10.63 19.72 14.30 87.44 16.97 27.61 19.11 26.06 45.95 17.76 3.60
Yield(%) 0.00 4.97 6.78 6.73 4.38 2.88 2.16 2.45 4.79 5.82 5.85 5.92 7.89 5.05 2.12 1.57 1.32 2.32 0.99 0.83 0.25
Data as of 06/09/2026, Common starting date is 08/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLPX (Global X MLP & Energy Infrastructure ETF) -47.12%
Mar 2017 – Mar 2020
-34.54%
Mar 2015 – Mar 2020
-8.44%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLPX (Global X MLP & Energy Infrastructure ETF) 38.26%
Mar 2020 – Mar 2023
36.21%
Mar 2020 – Mar 2025
1.57%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return