Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHLX (Shell Midstream Partners LP) | NA | 53.27% | 6.58% | 1.89% | NA | NA | NA | … | … |
Data as of 10/28/2022, Common starting date is 10/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHLX (Shell Midstream Partners LP) | 10/30/2014 | 10/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 53.27 | 6.58 | 1.89 | NA | NA | NA | … | … | 55.94 | 31.84 | -48.96 | 31.12 | -44.97 | 2.51 | -29.94 | 1.32 | 23.43 |
| Sharpe Ratio | NA | 2.40 | 0.12 | 0.02 | NA | NA | NA | … | … | 3.49 | 0.98 | -0.63 | 1.23 | -1.53 | 0.08 | -0.90 | 0.03 | 4.98 |
| Standard Deviation(%) | NA | 21.80 | 49.99 | 42.59 | NA | NA | NA | … | … | 20.15 | 32.41 | 77.82 | 24.37 | 30.29 | 22.80 | 33.22 | 44.85 | 50.91 |
| Draw Down(%) | NA | 14.42 | 66.14 | 71.03 | NA | NA | NA | … | … | 6.65 | 28.47 | 66.14 | 11.72 | 46.88 | 25.40 | 38.89 | 47.69 | 13.56 |
| Yield(%) | 0.00 | 9.76 | 7.71 | 6.05 | 3.08 | 2.05 | 1.54 | … | … | 7.61 | 15.12 | 9.09 | 9.87 | 4.75 | 4.00 | 2.29 | 1.61 | 0.00 |
Data as of 10/28/2022, Common starting date is 10/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLX (Shell Midstream Partners LP) |
-27.62%
Mar 2017 – Mar 2020 |
-19.87%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLX (Shell Midstream Partners LP) |
8.61%
Aug 2019 – Aug 2022 |
0.42%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart