Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APRCP (Alabama Power Company) | NA | 1.72% | 2.08% | 2.38% | 1.50% | 1.13% | 2.53% | … | … |
Data as of 06/16/2022, Common starting date is 02/18/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APRCP (Alabama Power Company) | 02/18/1999 | 06/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 1.72 | 2.08 | 2.38 | 1.50 | 1.13 | 2.53 | … | … | 2.56 | -1.01 | 0.49 | 5.66 | 0.01 | -0.51 | 3.12 | -1.51 | 6.67 | -2.70 | 2.21 | 13.12 | 2.56 | -8.24 | 6.58 | -10.39 | 5.64 | 6.65 | 12.86 | 6.06 | 4.76 | 7.46 | -19.14 | -5.23 |
| Sharpe Ratio | NA | 0.16 | 0.14 | 0.15 | 0.10 | NA | NA | … | … | 0.47 | -0.18 | 0.01 | 0.64 | -0.18 | -0.10 | 0.35 | -0.18 | 0.70 | -0.20 | 0.17 | 0.66 | 0.06 | -0.13 | 0.09 | -0.29 | 0.09 | 0.14 | 0.24 | 0.25 | 0.22 | 0.37 | -0.89 | -0.38 |
| Standard Deviation(%) | NA | 9.31 | 12.48 | 11.07 | 10.83 | NA | NA | … | … | 11.35 | 8.89 | 17.72 | 6.67 | 7.21 | 11.02 | 8.33 | 8.38 | 9.54 | 13.58 | 12.43 | 19.72 | 38.86 | 62.78 | 61.29 | 46.32 | 27.68 | 30.97 | 49.65 | 21.75 | 16.53 | 14.19 | 26.07 | 24.49 |
| Draw Down(%) | NA | 7.48 | 13.10 | 13.10 | 13.86 | NA | NA | … | … | 6.71 | 4.49 | 13.10 | 3.71 | 3.95 | 4.85 | 4.43 | 4.30 | 3.33 | 10.00 | 9.90 | 7.19 | 15.38 | 32.35 | 23.76 | 21.10 | 12.67 | 15.48 | 29.33 | 10.89 | 7.24 | 7.50 | 19.48 | 16.50 |
| Yield(%) | 1.09 | 4.30 | 4.45 | 4.71 | 4.86 | 4.95 | 6.90 | … | … | 2.19 | 4.33 | 4.41 | 4.66 | 4.66 | 4.64 | 4.78 | 4.71 | 5.02 | 4.73 | 4.99 | 5.65 | 5.79 | 5.32 | 5.67 | 5.08 | 5.36 | 5.72 | 6.46 | 6.85 | 7.17 | 5.78 | 6.23 | 5.91 |
Data as of 06/16/2022, Common starting date is 02/18/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRCP (Alabama Power Company) |
-11.96%
Jan 2006 – Jan 2009 |
-7.41%
Jan 2004 – Jan 2009 |
-2.08%
Apr 1999 – Apr 2009 |
0.35%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRCP (Alabama Power Company) |
16.03%
Jan 2009 – Jan 2012 |
9.18%
Jan 2009 – Jan 2014 |
5.68%
Jan 2009 – Jan 2019 |
3.51%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart