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 Strategic Asset Allocation – Optimal Moderate | 3.43% | 20.74% | 14.42% | 5.86% | 9.62% | 7.74% | 7.01% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.26 | 20.74 | 14.42 | 5.86 | 9.62 | 7.74 | 7.01 | … | … | 3.43 | 18.40 | 10.03 | 15.94 | -15.30 | 3.23 | 22.31 | 19.37 | -5.85 | 19.31 | 5.81 | -0.57 | 2.37 | 15.70 | 16.14 | -4.47 | 17.32 | 33.06 | -32.05 | 9.73 | 12.32 | 7.07 | 15.40 | 26.11 | -2.91 | 3.69 |
| Sharpe Ratio | NA | 2.21 | 1.13 | 0.34 | 0.68 | NA | NA | … | … | 0.26 | 1.48 | 0.76 | 1.41 | -1.17 | 0.33 | 1.19 | 2.42 | -0.71 | 3.95 | 0.66 | -0.07 | 0.33 | 2.27 | 2.12 | -0.32 | 1.55 | 2.10 | -1.54 | 0.64 | 1.02 | 0.59 | 1.82 | 3.56 | -0.44 | 0.13 |
| Standard Deviation(%) | NA | 9.15 | 9.45 | 10.42 | 10.77 | NA | NA | … | … | 10.88 | 10.47 | 8.39 | 8.71 | 14.31 | 9.61 | 18.61 | 7.38 | 10.25 | 4.72 | 8.52 | 8.45 | 7.04 | 6.90 | 7.59 | 14.25 | 11.10 | 15.69 | 21.39 | 10.28 | 8.74 | 8.14 | 7.93 | 7.13 | 9.32 | 9.52 |
| Draw Down(%) | NA | 7.13 | 11.41 | 22.79 | 23.96 | NA | NA | … | … | 7.13 | 10.42 | 4.94 | 8.25 | 22.42 | 7.30 | 22.43 | 3.53 | 13.53 | 1.52 | 8.63 | 8.94 | 6.02 | 6.50 | 6.76 | 15.81 | 8.20 | 16.56 | 38.24 | 7.59 | 9.95 | 5.95 | 6.68 | 6.40 | 14.23 | 13.09 |
| Yield(%) | NA | 4.05 | 4.85 | 4.56 | 4.07 | NA | NA | … | … | NA | NA | 0.86 | 4.14 | 3.78 | 5.79 | 5.75 | 2.18 | 4.68 | 3.56 | 3.28 | 3.46 | 3.41 | 4.17 | 3.60 | 2.23 | 2.46 | 2.53 | 1.91 | 6.67 | 9.32 | 6.99 | 3.59 | 2.36 | 3.45 | 2.87 |
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 Strategic Asset Allocation – Optimal Moderate |
-10.43%
Feb 2006 – Feb 2009 |
-2.29%
Feb 2004 – Feb 2009 |
4.52%
Feb 2006 – Feb 2016 |
4.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGL Energy Partners LP 401K Plan Strategic Asset Allocation – Optimal Moderate |
22.03%
Feb 2009 – Feb 2012 |
17.90%
Feb 2009 – Feb 2014 |
11.51%
Feb 2009 – Feb 2019 |
9.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart