Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBCPQ (Colonial Capital Trust IV PFD SEC 7.875%) | NA | 900.00% | 115.44% | -75.78% | NA | NA | NA | … | … |
Data as of 05/14/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBCPQ (Colonial Capital Trust IV PFD SEC 7.875%) | 06/19/2012 | 05/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 900.00 | 115.44 | -75.78 | NA | NA | NA | … | … | 0.00 | 9,900.00 | -90.00 | -99.99 | 0.00 | -20.00 | 25.00 | -13.79 | -42.29 | -10.67 |
| Sharpe Ratio | NA | 3.90 | 0.50 | -0.17 | NA | NA | NA | … | … | 0.00 | 29.94 | -0.40 | -0.11 | -0.01 | -0.39 | 0.36 | -0.14 | -0.82 | -0.25 |
| Standard Deviation(%) | NA | 230.65 | 230.49 | 446.15 | NA | NA | NA | … | … | NA | 324.63 | 230.26 | 911.62 | 70.40 | 51.64 | 70.05 | 96.01 | 51.70 | 76.21 |
| Draw Down(%) | NA | 9.09 | 90.00 | 100.00 | NA | NA | NA | … | … | 0.00 | 9.09 | 90.00 | 99.99 | 37.50 | 23.66 | 40.54 | 52.50 | 52.08 | 25.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/14/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCPQ (Colonial Capital Trust IV PFD SEC 7.875%) |
-98.03%
Oct 2016 – Oct 2019 |
-90.21%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBCPQ (Colonial Capital Trust IV PFD SEC 7.875%) |
115.44%
Feb 2018 – Feb 2021 |
-11.58%
Aug 2012 – Aug 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart