Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APRDP (Alabama Power Company) | NA | 2.60% | 2.37% | 1.46% | 1.03% | NA | NA | … | … |
Data as of 06/16/2022, Common starting date is 04/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APRDP (Alabama Power Company) | 04/17/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 2.60 | 2.37 | 1.46 | 1.03 | NA | NA | … | … | 2.22 | 0.31 | 3.46 | 0.49 | 0.25 | 2.94 | -0.64 | 1.29 | 4.91 | -8.22 | 9.31 | 15.50 | 2.56 | 2.63 | -7.32 |
| Sharpe Ratio | NA | 0.15 | 0.08 | 0.04 | 0.02 | NA | NA | … | … | 0.24 | 0.06 | 0.09 | -0.24 | -0.14 | 0.04 | -0.10 | 0.16 | 0.43 | -0.69 | 0.40 | 0.86 | 0.13 | 0.18 | -0.82 |
| Standard Deviation(%) | NA | 15.97 | 24.09 | 19.02 | 25.33 | NA | NA | … | … | 19.21 | 7.70 | 37.07 | 3.87 | 7.44 | 64.09 | 8.35 | 7.69 | 11.46 | 11.91 | 23.61 | 18.08 | 19.22 | 14.17 | 13.22 |
| Draw Down(%) | NA | 8.50 | 21.42 | 21.42 | 36.60 | NA | NA | … | … | 7.80 | 4.07 | 17.28 | 2.59 | 3.93 | 36.60 | 5.89 | 4.95 | 5.21 | 9.58 | 13.89 | 7.06 | 8.05 | 10.19 | 9.52 |
| Yield(%) | 1.15 | 3.41 | 4.26 | 4.43 | 4.68 | 5.37 | 4.03 | … | … | 2.29 | 3.37 | 4.65 | 4.67 | 4.68 | 4.82 | 4.79 | 4.85 | 5.09 | 4.67 | 5.11 | 5.90 | 6.05 | 6.21 | 4.32 |
Data as of 06/16/2022, Common starting date is 04/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRDP (Alabama Power Company) |
-1.68%
Nov 2012 – Nov 2015 |
-0.05%
Dec 2012 – Dec 2017 |
0.75%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRDP (Alabama Power Company) |
11.70%
Jun 2009 – Jun 2012 |
6.70%
Jun 2009 – Jun 2014 |
3.71%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart