Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFRX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS A) | NA | 14.09% | 9.67% | 15.03% | 3.51% | NA | NA | … | … |
Data as of 06/06/2025, Common starting date is 05/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFRX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS A) | 05/20/2011 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.09 | 9.67 | 15.03 | 3.51 | NA | NA | … | … | -0.06 | 25.53 | 12.22 | 17.60 | 24.62 | -14.39 | 15.58 | -14.67 | -5.93 | 34.97 | -35.90 | 12.39 | 18.97 | 6.08 | 7.96 |
| Sharpe Ratio | NA | 0.57 | 0.36 | 0.74 | 0.09 | NA | NA | … | … | -0.13 | 1.82 | 0.64 | 0.69 | 1.49 | -0.36 | 1.25 | -0.95 | -0.52 | 1.40 | -1.64 | 0.95 | 2.13 | 0.70 | 0.78 |
| Standard Deviation(%) | NA | 19.00 | 17.90 | 18.63 | 21.72 | NA | NA | … | … | 24.68 | 12.05 | 13.59 | 23.68 | 16.55 | 40.73 | 11.25 | 16.95 | 12.77 | 24.89 | 21.96 | 13.06 | 8.87 | 8.69 | 16.93 |
| Draw Down(%) | NA | 16.79 | 19.16 | 19.16 | 62.32 | NA | NA | … | … | 16.79 | 8.54 | 8.84 | 19.16 | 10.31 | 53.29 | 9.14 | 22.96 | 14.37 | 24.39 | 43.78 | 13.69 | 7.10 | 8.92 | 12.15 |
| Yield(%) | 0.00 | 5.57 | 5.73 | 7.51 | 4.31 | 5.25 | 3.94 | … | … | 2.45 | 5.93 | 6.51 | 6.76 | 7.87 | 6.57 | 9.53 | 7.93 | 6.87 | 8.55 | 5.15 | 6.85 | 5.28 | 5.52 | 2.80 |
Data as of 06/06/2025, Common starting date is 05/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFRX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS A) |
-19.76%
Mar 2017 – Mar 2020 |
-14.89%
Mar 2015 – Mar 2020 |
1.75%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFRX (ADVISORY RESEARCH MLP & ENERGY INCOME FUND CLASS A) |
30.53%
Mar 2020 – Mar 2023 |
27.11%
Mar 2020 – Mar 2025 |
4.39%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart