Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EP-PC (El Paso Energy Capital Trust I PFD CV TR SECS) | 4.85% | 8.66% | 8.48% | 5.24% | 5.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EP-PC (El Paso Energy Capital Trust I PFD CV TR SECS) | 06/19/2012 | 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 (%) | 0.08 | 8.66 | 8.48 | 5.24 | 5.18 | NA | NA | … | … | 4.85 | 7.46 | 6.83 | 10.14 | -6.32 | 2.45 | 5.70 | 29.02 | -9.82 | 4.33 | 25.76 | -29.51 | 13.16 | 6.01 | 10.61 |
| Sharpe Ratio | NA | 0.99 | 0.69 | 0.28 | 0.20 | NA | NA | … | … | 1.24 | 0.66 | 0.44 | 0.74 | -0.61 | 0.13 | 0.17 | 1.32 | -0.54 | 0.23 | 0.90 | -1.76 | 0.87 | 0.48 | 1.88 |
| Standard Deviation(%) | NA | 6.60 | 7.58 | 8.74 | 18.59 | NA | NA | … | … | 6.87 | 6.97 | 7.32 | 8.78 | 12.69 | 19.19 | 32.20 | 20.86 | 20.65 | 16.23 | 28.30 | 16.81 | 15.06 | 12.55 | 11.16 |
| Draw Down(%) | NA | 1.81 | 3.77 | 9.08 | 24.08 | NA | NA | … | … | 1.81 | 2.39 | 3.77 | 2.51 | 9.08 | 10.95 | 22.26 | 8.90 | 13.39 | 8.26 | 8.59 | 34.94 | 10.20 | 12.70 | 6.10 |
| Yield(%) | 0.00 | 4.82 | 5.05 | 4.67 | 4.71 | 4.24 | 3.18 | … | … | 1.21 | 4.93 | 4.77 | 5.29 | 4.70 | 4.68 | 4.63 | 5.36 | 4.89 | 4.71 | 5.67 | 3.90 | 4.25 | 4.22 | 2.31 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EP-PC (El Paso Energy Capital Trust I PFD CV TR SECS) |
-6.05%
Mar 2013 – Mar 2016 |
-1.78%
Mar 2015 – Mar 2020 |
2.22%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EP-PC (El Paso Energy Capital Trust I PFD CV TR SECS) |
13.75%
Mar 2016 – Mar 2019 |
10.04%
Dec 2015 – Dec 2020 |
6.95%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart