Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCUD (Dominion Energy Inc. UT SER A 081519) | NA | 14.88% | NA | NA | NA | NA | NA | … | … |
Data as of 08/14/2019, Common starting date is 08/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCUD (Dominion Energy Inc. UT SER A 081519) | 08/23/2016 | 08/14/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 14.88 | NA | NA | NA | NA | NA | … | … | 3.93 | -3.85 | 7.39 | 1.20 |
| Sharpe Ratio | NA | 0.58 | NA | NA | NA | NA | NA | … | … | 0.60 | -0.39 | 0.69 | 0.21 |
| Standard Deviation(%) | NA | 9.81 | NA | NA | NA | NA | NA | … | … | 8.05 | 13.22 | 9.81 | 14.62 |
| Draw Down(%) | NA | 6.10 | NA | NA | NA | NA | NA | … | … | 3.75 | 15.94 | 4.33 | 6.51 |
| Yield(%) | 1.68 | 7.28 | 5.53 | 3.32 | 1.66 | 1.11 | 0.83 | … | … | 5.28 | 4.93 | 5.04 | 1.65 |
Data as of 08/14/2019, Common starting date is 08/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCUD (Dominion Energy Inc. UT SER A 081519) |
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 |
|---|---|---|---|---|
| DCUD (Dominion Energy Inc. UT SER A 081519) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart