Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMBKP (American Capital Trust I PFD TR SECS 6%) | NA | -32.72% | -17.56% | -8.31% | 2.26% | NA | NA | … | … |
Data as of 12/27/2024, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMBKP (American Capital Trust I PFD TR SECS 6%) | 03/15/2012 | 12/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.72 | -17.56 | -8.31 | 2.26 | NA | NA | … | … | -32.72 | -14.69 | -2.38 | 19.86 | -3.48 | 5.98 | 12.13 | 8.42 | 18.52 | 16.78 | 9.95 | 29.86 | -1.56 |
| Sharpe Ratio | NA | -0.23 | -0.28 | -0.14 | 0.01 | NA | NA | … | … | -0.23 | -0.97 | -1.00 | 0.38 | -0.04 | 1.79 | 0.43 | 0.55 | 0.65 | 0.82 | 0.34 | 0.94 | -0.11 |
| Standard Deviation(%) | NA | 171.57 | 76.62 | 76.82 | 54.45 | NA | NA | … | … | 173.00 | 19.65 | 3.79 | 52.17 | 93.11 | 2.56 | 25.42 | 14.28 | 28.00 | 20.49 | 29.49 | 31.86 | 18.57 |
| Draw Down(%) | NA | 64.29 | 64.98 | 76.59 | 76.59 | NA | NA | … | … | 64.29 | 17.24 | 3.25 | 23.75 | 48.98 | 0.00 | 15.38 | 7.01 | 16.58 | 11.11 | 21.31 | 15.79 | 18.42 |
| Yield(%) | 0.00 | 1.06 | 2.50 | 2.90 | 5.11 | 4.93 | 3.70 | … | … | 1.06 | 3.52 | 3.35 | 2.94 | 3.64 | 3.71 | 4.00 | 4.16 | 4.62 | 5.25 | 5.47 | 6.71 | 4.73 |
Data as of 12/27/2024, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBKP (American Capital Trust I PFD TR SECS 6%) |
-35.07%
Sep 2021 – Sep 2024 |
-15.87%
Sep 2019 – Sep 2024 |
-3.04%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMBKP (American Capital Trust I PFD TR SECS 6%) |
33.81%
Apr 2017 – Apr 2020 |
25.71%
Apr 2015 – Apr 2020 |
11.33%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart