Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCCTO (First Community Corporation PFD SER B) | NA | -26.93% | -0.85% | 7.04% | 18.17% | NA | NA | … | … |
Data as of 12/11/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCCTO (First Community Corporation PFD SER B) | 06/19/2012 | 12/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.93 | -0.85 | 7.04 | 18.17 | NA | NA | … | … | -26.93 | 36.97 | -2.61 | 59.43 | -9.57 | -2.61 | 18.09 | 64.29 | 27.27 | 57.14 | 36.72 | 25.49 | -75.12 |
| Sharpe Ratio | NA | -1.52 | -0.12 | 0.12 | 0.14 | NA | NA | … | … | -1.54 | 0.52 | -0.26 | 1.39 | -0.41 | -0.43 | 1.65 | 1.12 | 0.08 | 1.55 | 1.22 | 2.09 | -0.63 |
| Standard Deviation(%) | NA | 22.15 | 39.96 | 37.94 | 116.97 | NA | NA | … | … | 22.74 | 63.94 | 15.38 | 42.78 | 24.09 | 9.40 | 10.16 | 57.30 | 353.56 | 36.88 | 30.04 | 12.17 | 147.86 |
| Draw Down(%) | NA | 26.93 | 42.26 | 42.26 | 90.67 | NA | NA | … | … | 26.93 | 34.54 | 12.37 | 16.67 | 24.09 | 7.83 | 0.61 | 20.35 | 90.67 | 0.00 | 11.11 | 0.00 | 75.12 |
| Yield(%) | 0.00 | 2.75 | 2.31 | 3.68 | 9.57 | 2.72 | 2.04 | … | … | 0.00 | 3.67 | 3.50 | 5.38 | 4.62 | 4.30 | 4.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/11/2024, 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 |
|---|---|---|---|---|
| FCCTO (First Community Corporation PFD SER B) |
-44.94%
Sep 2016 – Sep 2019 |
-28.14%
Sep 2016 – Sep 2021 |
7.38%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCCTO (First Community Corporation PFD SER B) |
222.31%
Sep 2013 – Sep 2016 |
42.37%
Jul 2013 – Jul 2018 |
30.77%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart