Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNSL (Consolidated Communications) | NA | 5.59% | -15.49% | 3.78% | -12.88% | -2.98% | NA | … | … |
Data as of 12/26/2024, Common starting date is 07/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNSL (Consolidated Communications) | 07/22/2005 | 12/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 5.59 | -15.49 | 3.78 | -12.88 | -2.98 | NA | … | … | 8.51 | 21.51 | -52.14 | 52.97 | 26.03 | -57.93 | -7.96 | -50.34 | 36.76 | -19.05 | 52.30 | 34.69 | -8.88 | 7.19 | 20.12 | 66.37 | -33.10 | 2.61 | 77.81 | -2.88 |
| Sharpe Ratio | NA | -0.11 | -0.39 | 0.02 | -0.29 | NA | NA | … | … | 0.23 | 0.26 | -0.96 | 1.10 | 0.35 | -0.83 | -0.22 | -1.49 | 1.25 | -0.68 | 2.12 | 1.61 | -0.37 | 0.29 | 0.98 | 1.43 | -0.57 | -0.01 | 2.82 | -0.39 |
| Standard Deviation(%) | NA | 8.89 | 50.47 | 55.26 | 49.91 | NA | NA | … | … | 8.68 | 66.86 | 55.93 | 47.94 | 72.90 | 71.38 | 41.43 | 34.32 | 29.23 | 28.11 | 24.62 | 21.48 | 24.16 | 24.72 | 20.38 | 46.22 | 59.61 | 37.92 | 26.56 | 22.48 |
| Draw Down(%) | NA | 7.84 | 74.34 | 77.65 | 90.36 | NA | NA | … | … | 7.84 | 54.16 | 57.28 | 23.08 | 46.72 | 71.08 | 36.51 | 51.48 | 19.78 | 28.85 | 9.85 | 12.51 | 28.10 | 14.41 | 13.02 | 34.65 | 55.96 | 31.08 | 8.62 | 18.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.57 | 5.86 | 7.87 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.67 | 11.65 | 7.04 | 7.68 | 5.56 | 7.88 | 9.29 | 8.02 | 7.95 | 8.65 | 12.93 | 8.07 | 7.34 | 11.91 | 2.97 |
Data as of 12/26/2024, Common starting date is 07/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNSL (Consolidated Communications) |
-44.71%
Nov 2016 – Nov 2019 |
-27.36%
Nov 2014 – Nov 2019 |
-12.69%
Mar 2013 – Mar 2023 |
-4.67%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNSL (Consolidated Communications) |
37.38%
Feb 2009 – Feb 2012 |
25.37%
Feb 2009 – Feb 2014 |
15.16%
Nov 2005 – Nov 2015 |
4.81%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison Chart