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MLPD.L vs. MAIN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MLPD.L vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist) (MLPD.L) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

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MLPD.L vs. MAIN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MLPD.L
Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist)
18.10%2.33%22.53%19.70%31.84%36.86%-31.37%7.22%-14.92%-8.67%
MAIN
Main Street Capital Corporation
-10.66%10.74%47.30%28.22%-11.37%48.31%-19.54%36.88%-8.27%16.62%

Returns By Period

In the year-to-date period, MLPD.L achieves a 18.10% return, which is significantly higher than MAIN's -10.66% return. Over the past 10 years, MLPD.L has underperformed MAIN with an annualized return of 9.87%, while MAIN has yielded a comparatively higher 13.76% annualized return.


MLPD.L

1D
-0.38%
1M
3.53%
YTD
18.10%
6M
18.70%
1Y
9.37%
3Y*
19.63%
5Y*
21.27%
10Y*
9.87%

MAIN

1D
2.54%
1M
-5.84%
YTD
-10.66%
6M
-13.64%
1Y
0.64%
3Y*
19.64%
5Y*
14.20%
10Y*
13.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MLPD.L vs. MAIN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MLPD.L
MLPD.L Risk / Return Rank: 2626
Overall Rank
MLPD.L Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
MLPD.L Sortino Ratio Rank: 2727
Sortino Ratio Rank
MLPD.L Omega Ratio Rank: 2929
Omega Ratio Rank
MLPD.L Calmar Ratio Rank: 2525
Calmar Ratio Rank
MLPD.L Martin Ratio Rank: 2222
Martin Ratio Rank

MAIN
MAIN Risk / Return Rank: 4040
Overall Rank
MAIN Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
MAIN Sortino Ratio Rank: 3636
Sortino Ratio Rank
MAIN Omega Ratio Rank: 3636
Omega Ratio Rank
MAIN Calmar Ratio Rank: 4343
Calmar Ratio Rank
MAIN Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MLPD.L vs. MAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist) (MLPD.L) and Main Street Capital Corporation (MAIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MLPD.LMAINDifference

Sharpe ratio

Return per unit of total volatility

0.49

0.03

+0.47

Sortino ratio

Return per unit of downside risk

0.75

0.21

+0.54

Omega ratio

Gain probability vs. loss probability

1.11

1.03

+0.09

Calmar ratio

Return relative to maximum drawdown

0.53

0.02

+0.51

Martin ratio

Return relative to average drawdown

1.33

0.06

+1.28

MLPD.L vs. MAIN - Sharpe Ratio Comparison

The current MLPD.L Sharpe Ratio is 0.49, which is higher than the MAIN Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of MLPD.L and MAIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MLPD.LMAINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

0.03

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.04

0.68

+0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.51

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.57

-0.42

Correlation

The correlation between MLPD.L and MAIN is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MLPD.L vs. MAIN - Dividend Comparison

MLPD.L's dividend yield for the trailing twelve months is around 7.61%, less than MAIN's 8.04% yield.


TTM20252024202320222021202020192018201720162015
MLPD.L
Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist)
7.61%8.21%8.18%8.60%7.98%8.57%11.03%10.06%9.87%8.15%8.14%9.96%
MAIN
Main Street Capital Corporation
8.04%7.00%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.49%7.42%9.15%

Drawdowns

MLPD.L vs. MAIN - Drawdown Comparison

The maximum MLPD.L drawdown since its inception was -82.22%, which is greater than MAIN's maximum drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for MLPD.L and MAIN.


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Drawdown Indicators


MLPD.LMAINDifference

Max Drawdown

Largest peak-to-trough decline

-82.22%

-64.53%

-17.69%

Max Drawdown (1Y)

Largest decline over 1 year

-17.03%

-20.22%

+3.19%

Max Drawdown (5Y)

Largest decline over 5 years

-21.78%

-27.06%

+5.28%

Max Drawdown (10Y)

Largest decline over 10 years

-75.74%

-64.53%

-11.21%

Current Drawdown

Current decline from peak

-1.46%

-18.00%

+16.54%

Average Drawdown

Average peak-to-trough decline

-28.57%

-7.20%

-21.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.81%

8.42%

-1.61%

Volatility

MLPD.L vs. MAIN - Volatility Comparison

The current volatility for Invesco Morningstar US Energy Infrastructure MLP UCITS ETF (Dist) (MLPD.L) is 4.12%, while Main Street Capital Corporation (MAIN) has a volatility of 7.21%. This indicates that MLPD.L experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MLPD.LMAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.12%

7.21%

-3.09%

Volatility (6M)

Calculated over the trailing 6-month period

9.38%

17.61%

-8.23%

Volatility (1Y)

Calculated over the trailing 1-year period

18.93%

24.95%

-6.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.55%

20.91%

-0.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.48%

26.94%

+1.54%