Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XDSEX (Duff & Phelps Select Energy MLP Fund Inc) NA 50.56% 29.95% 15.26% NA NA NA
Data as of 11/26/2021, Common starting date is 07/08/2014
More Performance Analytics Comparison
Name Start Date End Date
XDSEX (Duff & Phelps Select Energy MLP Fund Inc) 07/08/2014 11/26/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 50.56 29.95 15.26 NA NA NA -16.47 49.28 -5.52 -27.50 -25.32 19.75 -58.43 -13.04
Sharpe Ratio NA -0.30 0.01 -0.01 NA NA NA -0.27 0.19 -0.25 -0.78 -0.97 0.34 -1.30 -0.72
Standard Deviation(%) NA 64.38 155.69 121.95 NA NA NA 66.65 259.69 28.27 36.85 26.76 56.57 44.97 34.37
Draw Down(%) NA 48.14 94.58 95.27 NA NA NA 48.14 93.21 38.62 44.73 39.16 50.22 67.90 27.68
Yield(%) 0.00 0.00 4.89 6.54 2.71 1.80 1.35 0.00 3.55 13.39 11.04 11.08 13.19 7.75 3.36
Data as of 11/26/2021, Common starting date is 07/08/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XDSEX (Duff & Phelps Select Energy MLP Fund Inc) -59.10%
Mar 2017 – Mar 2020
-45.08%
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
XDSEX (Duff & Phelps Select Energy MLP Fund Inc) 27.61%
Oct 2018 – Oct 2021
20.54%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return