Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/01/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPMIX (BP CAPITAL TWINLINE MLP FUND CLASS I) | NA | -8.54% | -2.10% | NA | NA | NA | NA | -3.77% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPMIX (BP CAPITAL TWINLINE MLP FUND CLASS I) | 01/06/2014 | 11/01/2018 |
The return data shown below all have the same latest date: 11/01/2018.
AR inception is since 01/06/2014.
AR inception is since 01/06/2014.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | -8.54 | -2.10 | NA | NA | NA | NA | -3.77 | -10.31 | -4.74 | 21.88 | -27.97 | 14.34 |
| Sharpe Ratio | NA | -0.54 | -0.10 | NA | NA | NA | NA | -0.15 | -0.73 | -0.41 | 0.65 | -1.00 | 1.01 |
| Standard Deviation(%) | NA | 18.08 | 25.13 | NA | NA | NA | NA | 22.99 | 18.39 | 13.07 | 33.38 | 27.91 | 14.42 |
| Draw Down(%) | NA | 20.93 | 38.86 | NA | NA | NA | NA | 52.19 | 20.93 | 16.13 | 30.30 | 40.09 | 13.54 |
| Yield(%) | 0.00 | 6.87 | 6.17 | 4.54 | 2.27 | 1.51 | 1.14 | 5.68 | 5.03 | 6.06 | 6.95 | 4.61 | 2.92 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPMIX (BP CAPITAL TWINLINE MLP FUND CLASS I) |
-10.48%
Mar 2015 - Mar 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPMIX (BP CAPITAL TWINLINE MLP FUND CLASS I) |
3.40%
Sep 2015 - Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart