Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NS-PB (NuStar Energy L.P) | NA | 17.61% | 17.05% | 15.41% | NA | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 04/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NS-PB (NuStar Energy L.P) | 04/27/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 17.61 | 17.05 | 15.41 | NA | NA | NA | … | … | 5.23 | 37.18 | -0.37 | 37.15 | -7.92 | 31.58 | -13.18 | -6.07 |
| Sharpe Ratio | NA | 1.05 | 0.91 | 0.33 | NA | NA | NA | … | … | 1.91 | 1.79 | -0.09 | 2.45 | -0.09 | 1.80 | -0.76 | -0.75 |
| Standard Deviation(%) | NA | 13.07 | 16.27 | 42.12 | NA | NA | NA | … | … | 4.90 | 18.54 | 18.63 | 15.16 | 88.54 | 16.72 | 19.04 | 12.71 |
| Draw Down(%) | NA | 7.27 | 11.97 | 71.74 | NA | NA | NA | … | … | 1.42 | 11.97 | 9.97 | 8.66 | 71.74 | 8.54 | 23.87 | 14.06 |
| Yield(%) | 0.00 | 14.28 | 11.05 | 11.24 | 5.87 | 3.92 | 2.94 | … | … | 5.17 | 13.06 | 8.95 | 10.77 | 8.82 | 10.35 | 8.52 | 4.77 |
Data as of 05/31/2024, Common starting date is 04/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NS-PB (NuStar Energy L.P) |
-6.32%
Sep 2017 – Sep 2020 |
3.59%
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-PB (NuStar Energy L.P) |
48.83%
Mar 2020 – Mar 2023 |
17.83%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart