Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNP-PB (CenterPoint Energy Inc) | NA | 33.69% | NA | NA | NA | NA | NA | … | … |
Data as of 08/31/2021, Common starting date is 09/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNP-PB (CenterPoint Energy Inc) | 09/28/2018 | 08/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 33.69 | NA | NA | NA | NA | NA | … | … | 20.53 | -5.82 | 3.75 | 0.93 |
| Sharpe Ratio | NA | 1.50 | NA | NA | NA | NA | NA | … | … | 1.63 | -0.10 | 0.18 | 0.15 |
| Standard Deviation(%) | NA | 22.43 | NA | NA | NA | NA | NA | … | … | 19.97 | 57.40 | 13.12 | 14.26 |
| Draw Down(%) | NA | 16.55 | NA | NA | NA | NA | NA | … | … | 9.01 | 54.81 | 13.30 | 4.50 |
| Yield(%) | 0.00 | 9.37 | 7.45 | 4.47 | 2.24 | 1.49 | 1.12 | … | … | 6.58 | 9.40 | 7.02 | 1.15 |
Data as of 08/31/2021, Common starting date is 09/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNP-PB (CenterPoint Energy Inc) |
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 |
|---|---|---|---|---|
| CNP-PB (CenterPoint Energy Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart