Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENJ (Entergy New Orleans Inc Pref) | 0.71% | 6.16% | 0.87% | 0.98% | 3.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENJ (Entergy New Orleans Inc Pref) | 12/05/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.01 | 6.16 | 0.87 | 0.98 | 3.12 | NA | NA | … | … | 0.71 | 4.79 | 2.74 | 3.92 | -8.30 | 3.08 | 4.54 | 15.27 | -0.24 | 17.54 | -7.33 | 9.32 | 33.37 | -18.64 | 0.08 |
| Sharpe Ratio | NA | 0.05 | -0.20 | -0.13 | 0.08 | NA | NA | … | … | -0.62 | 0.13 | -0.06 | 0.02 | -0.56 | 0.42 | 0.26 | 1.81 | -0.12 | 1.24 | -0.41 | 0.91 | 2.40 | -0.87 | 0.24 |
| Standard Deviation(%) | NA | 12.33 | 14.16 | 14.90 | 14.56 | NA | NA | … | … | 10.98 | 15.23 | 14.62 | 17.41 | 17.32 | 7.28 | 16.30 | 7.63 | 13.56 | 13.65 | 18.57 | 10.23 | 13.90 | 21.53 | 4.81 |
| Draw Down(%) | NA | 9.64 | 17.23 | 18.01 | 19.76 | NA | NA | … | … | 6.00 | 7.38 | 11.85 | 18.01 | 13.56 | 3.43 | 14.63 | 2.42 | 10.38 | 5.62 | 19.76 | 4.43 | 4.04 | 24.47 | 0.68 |
| Yield(%) | 1.56 | 6.16 | 5.31 | 4.89 | 4.94 | 4.51 | 3.38 | … | … | 3.00 | 5.88 | 5.84 | 5.68 | 4.93 | 4.89 | 4.83 | 5.36 | 4.99 | 5.62 | 5.06 | 5.14 | 6.45 | 5.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENJ (Entergy New Orleans Inc Pref) |
-3.46%
Oct 2020 – Oct 2023 |
0.73%
Mar 2021 – Mar 2026 |
2.95%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENJ (Entergy New Orleans Inc Pref) |
13.68%
Sep 2013 – Sep 2016 |
9.64%
Dec 2013 – Dec 2018 |
6.49%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart