Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NS-PA (NuStar Energy L.P) | NA | 11.72% | 12.79% | 12.63% | NA | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 11/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NS-PA (NuStar Energy L.P) | 11/22/2016 | 05/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 11.72 | 12.79 | 12.63 | NA | NA | NA | … | … | 3.48 | 27.64 | -2.48 | 38.53 | -7.81 | 35.64 | -14.50 | 0.80 | 6.89 |
| Sharpe Ratio | NA | 1.09 | 0.77 | 0.25 | NA | NA | NA | … | … | 1.15 | 1.97 | -0.21 | 3.09 | -0.08 | 2.29 | -0.91 | 0.02 | 9.34 |
| Standard Deviation(%) | NA | 7.25 | 13.51 | 43.88 | NA | NA | NA | … | … | 4.24 | 11.98 | 18.54 | 12.45 | 94.34 | 14.95 | 17.44 | 9.65 | 9.67 |
| Draw Down(%) | NA | 2.95 | 11.00 | 73.85 | NA | NA | NA | … | … | 1.82 | 8.10 | 11.00 | 4.70 | 73.85 | 4.82 | 21.70 | 9.77 | 1.57 |
| Yield(%) | 0.00 | 14.79 | 10.69 | 10.84 | 6.88 | 4.58 | 3.44 | … | … | 5.59 | 13.03 | 8.40 | 10.70 | 8.85 | 10.34 | 8.62 | 8.33 | 0.00 |
Data as of 05/31/2024, Common starting date is 11/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NS-PA (NuStar Energy L.P) |
-19.19%
Mar 2017 – Mar 2020 |
5.44%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NS-PA (NuStar Energy L.P) |
41.78%
Mar 2020 – Mar 2023 |
16.61%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart