Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCEMX (Clearbridge Energy MLP Fund Inc) | NA | 24.67% | 24.98% | -25.70% | -20.05% | NA | NA | … | … |
Data as of 12/30/2024, Common starting date is 06/25/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCEMX (Clearbridge Energy MLP Fund Inc) | 06/25/2010 | 12/30/2024 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.67 | 24.98 | -25.70 | -20.05 | NA | NA | … | … | 26.03 | 18.50 | 28.31 | 63.97 | -92.86 | 11.23 | -23.11 | -6.15 | 6.57 | -43.89 | 11.53 | 28.34 | 2.56 | 3.70 | 11.96 |
| Sharpe Ratio | NA | 1.73 | 0.82 | -0.29 | -0.30 | NA | NA | … | … | 1.74 | 0.64 | 0.71 | 1.98 | -0.45 | 0.49 | -0.94 | -0.38 | 0.16 | -1.26 | 0.64 | 2.29 | 0.21 | 0.23 | 2.54 |
| Standard Deviation(%) | NA | 12.94 | 26.87 | 95.68 | 70.70 | NA | NA | … | … | 12.94 | 23.29 | 38.22 | 32.38 | 205.33 | 19.79 | 26.22 | 18.11 | 40.43 | 34.73 | 17.94 | 12.38 | 11.80 | 16.19 | 9.53 |
| Draw Down(%) | NA | 6.80 | 27.77 | 95.49 | 97.78 | NA | NA | … | … | 6.80 | 16.66 | 27.77 | 20.68 | 95.49 | 20.11 | 35.52 | 24.85 | 39.00 | 52.93 | 16.13 | 7.09 | 13.12 | 15.10 | 5.98 |
| Yield(%) | 0.00 | 5.29 | 7.84 | 3.47 | 1.21 | 2.46 | 1.84 | … | … | 5.29 | 7.36 | 6.97 | 9.23 | 2.14 | 4.11 | 2.37 | 2.72 | 0.00 | 0.00 | 6.08 | 6.76 | 1.67 | 0.00 | 0.00 |
Data as of 12/30/2024, Common starting date is 06/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCEMX (Clearbridge Energy MLP Fund Inc) |
-65.04%
Sep 2017 – Sep 2020 |
-48.77%
Oct 2015 – Oct 2020 |
-27.99%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCEMX (Clearbridge Energy MLP Fund Inc) |
52.66%
Sep 2020 – Sep 2023 |
6.87%
Jul 2010 – Jul 2015 |
-19.09%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart