Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NS-PC (NuStar Energy L.P. 9.00% CUM PFD C) | NA | 9.28% | 11.63% | 12.43% | NA | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 11/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NS-PC (NuStar Energy L.P. 9.00% CUM PFD C) | 11/29/2017 | 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 (%) | 0.04 | 9.28 | 11.63 | 12.43 | NA | NA | NA | … | … | 3.78 | 21.96 | 2.92 | 31.20 | -6.33 | 34.28 | -12.87 | 4.80 |
| Sharpe Ratio | NA | 0.98 | 0.63 | 0.25 | NA | NA | NA | … | … | 1.78 | 0.93 | 0.10 | 2.76 | -0.07 | 2.64 | -0.99 | 12.99 |
| Standard Deviation(%) | NA | 5.59 | 14.72 | 42.87 | NA | NA | NA | … | … | 3.17 | 19.24 | 15.11 | 11.30 | 91.66 | 12.47 | 14.40 | 5.75 |
| Draw Down(%) | NA | 3.10 | 12.63 | 68.92 | NA | NA | NA | … | … | 0.71 | 12.63 | 10.39 | 4.16 | 68.92 | 5.70 | 17.59 | 0.36 |
| Yield(%) | 0.00 | 14.58 | 10.65 | 11.25 | 6.50 | 4.33 | 3.25 | … | … | 5.69 | 12.84 | 8.97 | 10.83 | 10.06 | 10.58 | 9.01 | 0.00 |
Data as of 05/31/2024, Common starting date is 11/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NS-PC (NuStar Energy L.P. 9.00% CUM PFD C) |
3.10%
Dec 2017 – Dec 2020 |
8.15%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NS-PC (NuStar Energy L.P. 9.00% CUM PFD C) |
48.47%
Mar 2020 – Mar 2023 |
15.68%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart