Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AVGOP (Broadcom Mandatory Conv Pref) | NA | -1.87% | 19.96% | NA | NA | NA | NA | 19.46% |
Data as of 10/07/2022, AR inception is 09/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVGOP (Broadcom Mandatory Conv Pref) | 09/26/2019 | 10/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.87 | 19.96 | NA | NA | NA | NA | 19.46 | -27.08 | 56.97 | 29.78 | 14.76 |
| Sharpe Ratio | NA | -0.08 | 0.58 | NA | NA | NA | NA | 0.56 | -0.97 | 2.34 | 0.70 | 3.87 |
| Standard Deviation(%) | NA | 33.81 | 33.75 | NA | NA | NA | NA | 33.65 | 35.77 | 24.29 | 42.09 | 17.59 |
| Draw Down(%) | NA | 27.89 | 44.91 | NA | NA | NA | NA | 44.91 | 27.08 | 12.69 | 44.91 | 2.91 |
| Yield(%) | 0.00 | 5.08 | 7.76 | 4.60 | 2.30 | 1.53 | 1.15 | 7.67 | 2.89 | 5.74 | 6.71 | 1.92 |
Data as of 10/07/2022, AR inception is 09/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVGOP (Broadcom Mandatory Conv Pref) |
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 |
|---|---|---|---|---|
| AVGOP (Broadcom Mandatory Conv Pref) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart