Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| F-PB (Ford Motor Company 6.20% Notes due June 1 2059) | 5.44% | 11.24% | 1.79% | 1.94% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| F-PB (Ford Motor Company 6.20% Notes due June 1 2059) | 06/18/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 11.24 | 1.79 | 1.94 | NA | NA | NA | … | … | 5.44 | -0.89 | 3.75 | 14.89 | -14.90 | 6.54 | 8.78 | 8.75 |
| Sharpe Ratio | NA | 0.71 | -0.07 | -0.07 | NA | NA | NA | … | … | 0.57 | -0.29 | 0.01 | 0.56 | -0.92 | 0.78 | 0.11 | 1.27 |
| Standard Deviation(%) | NA | 10.71 | 13.78 | 14.80 | NA | NA | NA | … | … | 9.79 | 12.85 | 11.58 | 20.30 | 17.77 | 8.37 | 78.34 | 12.22 |
| Draw Down(%) | NA | 11.66 | 18.53 | 18.53 | NA | NA | NA | … | … | 9.52 | 15.01 | 9.22 | 17.18 | 16.29 | 5.56 | 57.31 | 7.90 |
| Yield(%) | 0.00 | 7.47 | 6.20 | 5.73 | 4.30 | 2.87 | 2.15 | … | … | 3.62 | 6.64 | 6.50 | 7.11 | 5.65 | 5.74 | 5.83 | 3.13 |
Data as of 06/04/2026, Common starting date is 06/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| F-PB (Ford Motor Company 6.20% Notes due June 1 2059) |
-1.02%
Mar 2023 – Mar 2026 |
0.73%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| F-PB (Ford Motor Company 6.20% Notes due June 1 2059) |
24.46%
Mar 2020 – Mar 2023 |
13.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart