Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSA (Murphy USA Inc.) | 38.25% | 35.18% | 25.63% | 33.11% | 23.27% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSA (Murphy USA Inc.) | 08/20/2013 | 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 (%) | 5.74 | 35.18 | 25.63 | 33.11 | 23.27 | NA | NA | … | … | 38.25 | -19.15 | 41.27 | 28.20 | 41.02 | 53.32 | 12.07 | 52.66 | -4.63 | 30.73 | 1.20 | -11.79 | 65.69 | 9.00 |
| Sharpe Ratio | NA | 0.74 | 0.71 | 0.99 | 0.70 | NA | NA | … | … | 2.34 | -0.65 | 1.54 | 1.09 | 1.23 | 1.95 | 0.26 | 1.61 | -0.22 | 1.21 | 0.03 | -0.44 | 2.89 | 1.33 |
| Standard Deviation(%) | NA | 38.26 | 30.29 | 30.15 | 30.99 | NA | NA | … | … | 43.52 | 33.85 | 24.45 | 22.75 | 32.46 | 27.40 | 44.74 | 31.73 | 27.15 | 25.00 | 28.77 | 26.61 | 22.76 | 20.04 |
| Draw Down(%) | NA | 19.72 | 35.54 | 35.54 | 35.54 | NA | NA | … | … | 19.72 | 31.25 | 11.97 | 14.01 | 15.95 | 16.58 | 30.35 | 11.15 | 29.37 | 16.41 | 27.10 | 33.72 | 13.18 | 10.26 |
| Yield(%) | 0.00 | 0.59 | 0.70 | 1.25 | 1.32 | 1.63 | 1.22 | … | … | 0.31 | 0.44 | 0.50 | 0.57 | 0.64 | 0.81 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSA (Murphy USA Inc.) |
-1.43%
Apr 2015 – Apr 2018 |
3.11%
Mar 2015 – Mar 2020 |
19.61%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSA (Murphy USA Inc.) |
52.91%
Jun 2021 – Jun 2024 |
42.82%
Aug 2019 – Aug 2024 |
26.57%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart