Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGL Energy Partners LP 401K Plan Tactical Asset Allocation Moderate | 7.36% | 27.41% | 17.04% | 6.18% | 7.25% | 5.98% | 6.86% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGL Energy Partners LP 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 27.41 | 17.04 | 6.18 | 7.25 | 5.98 | 6.86 | … | … | 7.36 | 17.46 | 15.46 | 9.92 | -14.33 | 1.82 | 15.94 | 2.02 | -4.58 | 19.92 | 6.63 | -3.87 | 0.27 | 16.36 | 9.65 | -2.89 | 6.63 | 25.33 | -3.95 | 10.79 | 16.85 | 10.63 | 17.16 | 22.19 | 11.22 | 9.17 |
| Sharpe Ratio | NA | 2.41 | 1.09 | 0.33 | 0.56 | NA | NA | … | … | 0.36 | 1.03 | 1.24 | 0.81 | -1.62 | 0.18 | 1.47 | 0.10 | -0.83 | 3.82 | 1.19 | -0.79 | 0.03 | 2.33 | 1.77 | -0.33 | 0.62 | 2.77 | -1.07 | 0.59 | 1.26 | 1.33 | 2.17 | 4.33 | 2.25 | 1.81 |
| Standard Deviation(%) | NA | 13.31 | 11.55 | 10.59 | 9.30 | NA | NA | … | … | 12.46 | 14.18 | 9.57 | 7.72 | 9.70 | 9.93 | 10.71 | 5.36 | 7.23 | 5.05 | 5.37 | 4.97 | 7.19 | 7.00 | 5.43 | 8.96 | 10.47 | 9.12 | 4.61 | 12.89 | 10.69 | 6.29 | 7.45 | 4.96 | 4.47 | 3.72 |
| Draw Down(%) | NA | 8.24 | 18.61 | 18.61 | 19.78 | NA | NA | … | … | 8.24 | 18.14 | 5.47 | 8.50 | 14.95 | 7.36 | 13.31 | 5.39 | 11.15 | 2.31 | 3.86 | 5.60 | 6.14 | 6.42 | 4.22 | 10.64 | 8.84 | 4.72 | 5.87 | 11.59 | 15.15 | 4.50 | 6.83 | 1.83 | 2.37 | 2.38 |
| Yield(%) | NA | 4.08 | 4.61 | 4.33 | 3.28 | NA | NA | … | … | NA | NA | 0.90 | 4.42 | 2.09 | 6.94 | 4.76 | 2.52 | 2.06 | 2.91 | 2.93 | 1.06 | 2.34 | 3.32 | 4.97 | 3.59 | 2.85 | 2.67 | 2.38 | 5.62 | 7.17 | 5.24 | 3.39 | 3.66 | 8.42 | 7.07 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGL Energy Partners LP 401K Plan Tactical Asset Allocation Moderate |
-1.53%
Jan 2021 – Jan 2024 |
-1.07%
Jan 2018 – Jan 2023 |
2.28%
Oct 2013 – Oct 2023 |
3.94%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGL Energy Partners LP 401K Plan Tactical Asset Allocation Moderate |
20.06%
Apr 2003 – Apr 2006 |
18.31%
Oct 2002 – Oct 2007 |
12.51%
Apr 2001 – Apr 2011 |
10.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart