Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTW (DTE Energy Co Pref Series E) | 1.62% | 3.03% | 1.47% | 1.08% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTW (DTE Energy Co Pref Series E) | 03/26/2018 | 06/05/2026 |
| 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 (%) | -0.90 | 3.03 | 1.47 | 1.08 | NA | NA | NA | … | … | 1.62 | 1.76 | -4.76 | 22.10 | -13.28 | -0.10 | 8.05 | 25.06 | -3.23 |
| Sharpe Ratio | NA | 0.24 | -0.07 | -0.09 | NA | NA | NA | … | … | 0.43 | -0.09 | -0.71 | 1.28 | -0.94 | -0.02 | 0.23 | 2.75 | -0.63 |
| Standard Deviation(%) | NA | 10.15 | 12.26 | 12.60 | NA | NA | NA | … | … | 8.89 | 12.44 | 11.83 | 14.53 | 15.76 | 5.16 | 33.18 | 8.59 | 8.97 |
| Draw Down(%) | NA | 8.50 | 15.39 | 17.96 | NA | NA | NA | … | … | 8.50 | 10.82 | 12.46 | 12.83 | 17.96 | 5.13 | 32.67 | 8.50 | 12.94 |
| Yield(%) | 0.00 | 6.11 | 5.53 | 5.01 | 4.52 | 3.01 | 2.26 | … | … | 3.06 | 5.85 | 5.45 | 6.11 | 5.06 | 4.87 | 4.89 | 5.85 | 4.13 |
Data as of 06/05/2026, Common starting date is 03/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTW (DTE Energy Co Pref Series E) |
-2.38%
Oct 2019 – Oct 2022 |
0.50%
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 |
|---|---|---|---|---|
| DTW (DTE Energy Co Pref Series E) |
11.99%
Nov 2018 – Nov 2021 |
7.41%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart