Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTDD (Qwest Corp 6 75 Notes Expiry 2057) | 5.11% | 20.46% | 24.17% | 3.61% | NA | NA | NA | … | … |
Data as of 05/22/2026, Common starting date is 09/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTDD (Qwest Corp 6 75 Notes Expiry 2057) | 09/05/2018 | 05/22/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.46 | 24.17 | 3.61 | NA | NA | NA | … | … | 5.11 | 15.85 | 95.18 | -33.76 | -26.95 | 6.20 | 7.34 | 44.68 | -20.64 |
| Sharpe Ratio | NA | 0.89 | 0.68 | 0.03 | NA | NA | NA | … | … | 0.48 | 0.63 | 2.58 | -0.61 | -1.21 | 1.28 | 0.12 | 3.19 | -3.04 |
| Standard Deviation(%) | NA | 20.05 | 30.53 | 35.27 | NA | NA | NA | … | … | 23.19 | 20.86 | 35.44 | 61.27 | 23.45 | 4.84 | 56.96 | 13.52 | 17.53 |
| Draw Down(%) | NA | 11.60 | 38.77 | 58.58 | NA | NA | NA | … | … | 11.60 | 15.79 | 15.59 | 52.30 | 31.06 | 2.76 | 48.21 | 6.76 | 24.51 |
| Yield(%) | 0.00 | 9.54 | 11.80 | 6.36 | 5.27 | 3.51 | 2.63 | … | … | 2.14 | 9.55 | 16.05 | 9.51 | 6.60 | 6.55 | 6.50 | 8.51 | 3.40 |
Data as of 05/22/2026, Common starting date is 09/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTDD (Qwest Corp 6 75 Notes Expiry 2057) |
-22.42%
Jan 2021 – Jan 2024 |
-9.13%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTDD (Qwest Corp 6 75 Notes Expiry 2057) |
23.32%
Apr 2023 – Apr 2026 |
5.03%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart