Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
EPD (Enterprise Products Partners L.P.) 1.14% 15.71% 14.46% 22.58% 6.39% 10.32% 11.25% 14.04%
More Performance Analytics Comparison
Name Start Date End Date
EPD (Enterprise Products Partners L.P.) 07/28/1998 04/25/2025
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 07/28/1998.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) 3.82 15.71 14.46 22.58 6.39 10.32 11.25 14.04 1.14 28.00 17.71 18.32 21.40 -23.61 21.88 -1.31 4.24 12.40 -25.55 13.35 38.40 13.39 17.78 41.01 64.59 -30.08 16.92 29.25 -1.14 12.70 35.45 -12.04 58.77 86.99 23.95 -30.81
Sharpe Ratio NA 0.51 0.59 0.92 0.17 NA NA 0.45 0.03 1.62 1.23 0.78 0.97 -0.44 1.24 -0.12 0.22 0.37 -0.70 0.62 2.39 0.80 0.82 2.07 2.08 -0.66 0.78 2.15 -0.18 0.74 1.63 -0.35 1.69 2.87 0.72 -1.44
Standard Deviation(%) NA 18.41 16.99 21.56 27.53 NA NA 26.93 25.25 13.26 11.01 21.93 22.08 54.15 16.50 21.66 16.12 33.01 36.60 21.55 16.06 16.75 21.76 19.74 31.08 46.87 17.98 12.12 18.66 15.95 21.27 37.80 34.07 28.89 28.64 41.84
Draw Down(%) NA 15.40 18.06 29.59 58.04 NA NA 58.78 15.40 11.56 6.95 18.06 15.31 57.02 15.40 19.25 14.93 24.28 37.86 20.53 9.86 12.23 12.98 12.18 22.73 44.43 14.70 6.31 12.27 15.79 12.84 34.98 14.51 14.10 17.12 35.07
Yield(%) 0.00 7.26 7.73 11.48 5.31 8.88 10.87 23.41 1.69 7.81 8.17 8.30 9.33 6.33 7.03 6.38 6.20 6.01 4.10 4.38 5.21 5.43 5.78 7.00 9.65 6.40 6.61 7.26 6.55 6.23 7.41 5.50 7.92 11.15 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EPD (Enterprise Products Partners L.P.) -14.49%
Mar 2017 - Mar 2020 		-10.08%
Mar 2015 - Mar 2020 		3.27%
Oct 2010 - Oct 2020 		6.92%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EPD (Enterprise Products Partners L.P.) 54.39%
Dec 1998 - Dec 2001 		34.39%
Dec 1998 - Dec 2003 		21.46%
Mar 2000 - Mar 2010 		22.94%
Dec 1998 - Dec 2013
Annualized Rolling Returns Comparison Chart