Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMYMP (Bristol-Myers Squibb Company PFD CONV 2) | -19.86% | -10.06% | -14.90% | -6.43% | -3.53% | 2.41% | 2.63% | 3.10% |
Data as of 07/18/2025, AR inception is 12/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMYMP (Bristol-Myers Squibb Company PFD CONV 2) | 12/09/2003 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | -10.06 | -14.90 | -6.43 | -3.53 | 2.41 | 2.63 | 3.10 | -19.86 | 11.48 | -23.94 | -9.59 | 26.92 | -9.55 | 28.24 | -13.96 | 4.28 | -8.70 | 11.85 | 11.07 | 55.25 | 0.00 | 0.02 | 29.55 | -12.00 | 11.11 | 4.65 | 18.13 | -24.95 | 12.92 | 0.00 |
| Sharpe Ratio | NA | -0.22 | -0.27 | -0.09 | -0.07 | NA | NA | 0.03 | -0.75 | 0.09 | -0.30 | -0.12 | 0.21 | -0.12 | 0.40 | -0.25 | 0.12 | -0.15 | 0.54 | 0.21 | 1.43 | 0.00 | NA | 0.14 | -0.10 | 1.45 | 0.04 | 0.42 | -0.95 | 0.55 | 0.00 |
| Standard Deviation(%) | NA | 63.92 | 68.68 | 93.67 | 75.75 | NA | NA | 61.29 | 48.66 | 83.20 | 91.45 | 93.37 | 126.27 | 81.67 | 66.30 | 61.31 | 29.76 | 59.61 | 21.84 | 51.73 | 38.58 | NA | 0.00 | 206.62 | 80.10 | 36.50 | 35.43 | 35.41 | 28.70 | 21.61 | NA |
| Draw Down(%) | NA | 29.44 | 51.71 | 64.94 | 64.94 | NA | NA | 64.94 | 29.44 | 23.37 | 44.22 | 42.03 | 50.03 | 42.67 | 20.30 | 45.66 | 20.92 | 35.03 | 15.99 | 30.50 | 0.70 | 0.00 | 0.00 | 23.81 | 29.22 | 0.00 | 25.00 | 24.29 | 24.95 | 7.62 | 0.00 |
| Yield(%) | 0.00 | 0.06 | 0.04 | 0.09 | 0.13 | 0.22 | 0.19 | 0.21 | 0.05 | 0.00 | 0.00 | 0.15 | 0.15 | 0.18 | 0.22 | 0.19 | 0.20 | 0.18 | 0.20 | 0.23 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 12/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMYMP (Bristol-Myers Squibb Company PFD CONV 2) |
-20.44%
Nov 2021 - Nov 2024 |
-6.83%
May 2020 - May 2025 |
-3.82%
May 2015 - May 2025 |
3.32%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMYMP (Bristol-Myers Squibb Company PFD CONV 2) |
42.51%
Nov 2011 - Nov 2014 |
25.32%
Nov 2009 - Nov 2014 |
18.52%
Nov 2011 - Nov 2021 |
8.06%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison Chart