Index Performance Comparison

//Index Performance Comparison
Index Performance Comparison2019-01-31T21:19:16+00:00

The above time period begins on the inception date of the Alerian Index 06/01/2006. We believe this data from 06/01/2006 through the present represents multiple market cycles.
The two charts above cover 06/01/2006 to 06/30/2018.

The Alerian MLP Index

Provides investors with unbiased and comprehensive benchmarks for the MLP asset class. The Series is used for the purposes of asset allocation, investment analysis, portfolio hedging, and the creation of index tracking funds. Investments in MLPs involve risks different from those of investing in common stock, including limited control and voting rights, conflicts of interest, cash flow and dilution risks. MLPs are generally considered interest-rate sensitive investments and during periods of interest rate volatility, these investments may not provide attractive returns.

S&P 500

Index is an unmanaged index commonly used as a benchmark to measure large cap core stock performance and characteristics. The index’s performance does not reflect the deduction of transaction costs, management fees, or other costs which would reduce returns. References to market or composite indexes, benchmarks or other measures of relative market performance (indexes) over a specified period of time are provided for your information only and do not imply that a portfolio will achieve similar returns, volatility or other results. An investor cannot invest directly in the index. Overall securities market risks may affect the value of individual instruments in which the Fund invests.

Barclay Capital U.S. Aggregate Bond Index

A broad-based index comprised of government, corporate, mortgage and asset-backed issues rated investment grade or higher. The index’s performance does not reflect the deduction of transaction costs, management fees, or other costs which would reduce returns. References to market or composite indexes, benchmarks or other measures of relative market performance (indexes) over a specified period of time are provided for your information only and do not imply that a portfolio will achieve similar returns, volatility or other results. An investor cannot invest directly in the index. The value of the Fund’s investments in fixed income securities will fluctuate with changes in the interest rates, which is typically an inverse relationship.

NAREIT All Equity REIT Index

A free-float adjusted market “capitalization weighted” index that includes all “tax qualified” REITs listed in the NYSE, AMEX, and NASDAQ National Market. Real estate values can be affected by a variety of factors, including supply and demand for properties, the economic health of the country or different regions and the strength of specific industries that rent properties.