Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUC (Duff & Phelps Utility and Corporate Bond Trust Inc) | NA | 33.69% | 13.03% | 8.96% | 9.41% | 7.28% | 7.22% | … | … |
Data as of 03/16/2021, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUC (Duff & Phelps Utility and Corporate Bond Trust Inc) | 08/18/1995 | 03/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 33.69 | 13.03 | 8.96 | 9.41 | 7.28 | 7.22 | … | … | 7.55 | 16.95 | 11.31 | -7.12 | -4.21 | 9.41 | -0.22 | 37.16 | -11.77 | 8.98 | 13.16 | -2.61 | 30.50 | 5.56 | -4.65 | -4.34 | -4.73 | 5.40 | 22.36 | 7.51 | 11.25 | 23.22 | -10.70 | 26.69 | 36.81 | 12.75 | 21.43 |
| Sharpe Ratio | NA | 2.96 | 1.29 | 0.99 | 0.73 | NA | NA | … | … | 3.82 | 1.25 | 1.62 | -1.63 | -0.81 | 1.22 | -0.04 | 1.37 | -0.91 | 0.70 | 1.38 | -0.19 | 1.21 | 0.10 | -0.72 | -0.68 | -0.62 | 0.26 | 1.59 | 0.45 | 0.57 | 1.01 | -1.07 | 1.99 | -1.64 | 0.61 | 3.95 |
| Standard Deviation(%) | NA | 11.36 | 9.37 | 8.31 | 12.43 | NA | NA | … | … | 11.60 | 13.26 | 6.15 | 5.19 | 6.02 | 7.50 | 6.79 | 27.04 | 12.93 | 12.93 | 9.49 | 14.57 | 25.22 | 44.44 | 10.69 | 11.35 | 11.18 | 17.22 | 13.67 | 14.21 | 15.87 | 18.99 | 13.06 | 11.77 | 11.19 | 15.03 | 16.84 |
| Draw Down(%) | NA | 6.64 | 15.12 | 15.12 | 18.04 | NA | NA | … | … | 2.59 | 15.12 | 2.05 | 8.79 | 6.11 | 5.86 | 4.82 | 6.43 | 18.04 | 7.96 | 6.43 | 12.50 | 17.30 | 38.45 | 13.28 | 19.96 | 11.06 | 18.53 | 9.91 | 13.72 | 11.08 | 14.92 | 18.67 | 7.06 | 3.33 | 13.04 | 3.59 |
| Yield(%) | 0.47 | 7.09 | 5.71 | 5.80 | 6.08 | 5.49 | 5.95 | … | … | 1.51 | 6.53 | 5.07 | 4.75 | 6.87 | 6.52 | 6.12 | 7.76 | 6.82 | 6.91 | 7.30 | 6.95 | 7.99 | 7.47 | 6.71 | 6.38 | 6.97 | 6.82 | 7.68 | 7.69 | 7.31 | 9.02 | 8.52 | 9.78 | 12.01 | 11.00 | 5.81 |
Data as of 03/16/2021, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUC (Duff & Phelps Utility and Corporate Bond Trust Inc) |
-5.44%
Sep 2005 – Sep 2008 |
-1.38%
Nov 2003 – Nov 2008 |
2.95%
Dec 2003 – Dec 2013 |
4.61%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUC (Duff & Phelps Utility and Corporate Bond Trust Inc) |
27.54%
Jun 1996 – Jun 1999 |
20.19%
Jun 1996 – Jun 2001 |
14.26%
Sep 1995 – Sep 2005 |
10.83%
Sep 1995 – Sep 2010 |
Annualized Rolling Returns Comparison Chart