Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTB (DTE Energy Company 2020 Series) | 0.41% | 3.65% | -4.05% | -3.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTB (DTE Energy Company 2020 Series) | 10/08/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 3.65 | -4.05 | -3.05 | NA | NA | NA | … | … | 0.41 | -0.28 | -2.52 | 8.92 | -23.11 | 0.86 | 7.86 |
| Sharpe Ratio | NA | 0.18 | -0.31 | -0.30 | NA | NA | NA | … | … | -0.16 | -0.27 | -0.39 | 0.21 | -1.10 | 0.10 | 4.32 |
| Standard Deviation(%) | NA | 9.29 | 15.60 | 17.80 | NA | NA | NA | … | … | 7.70 | 11.62 | 15.72 | 25.55 | 22.39 | 8.74 | 9.00 |
| Draw Down(%) | NA | 10.30 | 22.08 | 33.64 | NA | NA | NA | … | … | 6.68 | 10.47 | 15.57 | 22.08 | 33.64 | 9.54 | 2.66 |
| Yield(%) | 0.00 | 6.31 | 4.82 | 4.23 | 2.38 | 1.58 | 1.19 | … | … | 1.58 | 5.87 | 5.50 | 5.70 | 4.18 | 4.11 | 1.24 |
Data as of 06/04/2026, Common starting date is 10/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTB (DTE Energy Company 2020 Series) |
-6.54%
Dec 2021 – Dec 2024 |
-3.86%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTB (DTE Energy Company 2020 Series) |
7.58%
Oct 2022 – Oct 2025 |
-1.35%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart