Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEPPZ (American Electric Power Company Inc) | NA | 0.67% | NA | NA | NA | NA | NA | … | … |
Data as of 08/23/2023, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEPPZ (American Electric Power Company Inc) | 10/01/2020 | 08/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.67 | NA | NA | NA | NA | NA | … | … | 1.92 | 13.59 | 10.30 | 1.26 |
| Sharpe Ratio | NA | -0.18 | NA | NA | NA | NA | NA | … | … | -0.11 | 0.62 | 0.84 | 0.22 |
| Standard Deviation(%) | NA | 17.33 | NA | NA | NA | NA | NA | … | … | 12.00 | 19.74 | 12.24 | 22.62 |
| Draw Down(%) | NA | 16.11 | NA | NA | NA | NA | NA | … | … | 5.69 | 16.11 | 7.76 | 12.16 |
| Yield(%) | 0.00 | 6.94 | 6.16 | 3.70 | 1.85 | 1.23 | 0.92 | … | … | 4.46 | 7.35 | 4.64 | 1.54 |
Data as of 08/23/2023, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEPPZ (American Electric Power Company Inc) |
0.00%
NA |
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 |
|---|---|---|---|---|
| AEPPZ (American Electric Power Company Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart