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
XFMOX (Fiduciary/Claymore MLP Opportunity Fund) NA 28.85% -31.14% 4.47% 0.00% -1.42% NA
Data as of 05/06/2022, Common starting date is 06/10/2005
More Performance Analytics Comparison
Name Start Date End Date
XFMOX (Fiduciary/Claymore MLP Opportunity Fund) 06/10/2005 05/06/2022
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 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 28.85 -31.14 4.47 0.00 -1.42 NA 18.63 58.02 -83.32 -2.31 260.08 -14.55 6.72 -43.30 8.55 29.96 -3.34 4.83 26.48 39.93 -50.37 2.03 15.38 -2.09
Sharpe Ratio NA 0.51 -0.51 -0.01 -0.03 NA NA 3.38 1.78 -0.70 -0.15 0.92 -0.71 0.18 -1.33 0.44 2.34 -0.26 0.25 1.76 1.98 -0.90 -0.07 1.48 -0.52
Standard Deviation(%) NA 24.28 72.33 138.16 99.28 NA NA 18.88 32.67 118.52 23.95 282.16 21.55 35.72 32.48 19.24 12.77 13.15 19.16 14.99 20.09 57.12 14.83 8.22 11.86
Draw Down(%) NA 25.24 91.80 93.08 93.08 NA NA 8.01 25.24 90.10 32.59 81.43 32.27 38.17 52.51 19.22 7.40 15.74 18.96 11.45 13.33 54.68 17.85 2.85 9.66
Yield(%) 0.00 8.13 2.88 8.98 4.74 2.55 2.48 1.96 13.73 1.95 8.81 2.38 0.00 0.00 0.00 6.77 7.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/06/2022, Common starting date is 06/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XFMOX (Fiduciary/Claymore MLP Opportunity Fund) -39.03%
Sep 2018 – Sep 2021
-19.22%
Mar 2015 – Mar 2020
-7.45%
Nov 2010 – Nov 2020
-5.06%
Nov 2005 – Nov 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XFMOX (Fiduciary/Claymore MLP Opportunity Fund) 72.26%
Feb 2016 – Feb 2019
24.01%
Jul 2013 – Jul 2018
19.06%
Mar 2009 – Mar 2019
-0.81%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return