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
NRGY (Inergy, L.P.) NA -28.17% -25.35% 5.47% 3.54% NA NA
Data as of 10/07/2013, Common starting date is 07/31/2001
More Performance Analytics Comparison
Name Start Date End Date
NRGY (Inergy, L.P.) 07/31/2001 10/07/2013
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -28.17 -25.35 5.47 3.54 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 5.06 4.89 14.54 5.29 6.87 5.16
Data as of 10/07/2013, Common starting date is 07/31/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NRGY (Inergy, L.P.) -24.18%
Sep 2010 – Sep 2013
-6.03%
May 2007 – May 2012
3.69%
Sep 2003 – Sep 2013
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NRGY (Inergy, L.P.) 40.21%
Feb 2002 – Feb 2005
26.94%
Oct 2002 – Oct 2007
15.93%
Oct 2001 – Oct 2011
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return