Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHN (First Horizon Corporation) | 2.25% | 25.34% | 35.76% | 8.61% | 8.91% | 9.08% | 0.47% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHN (First Horizon Corporation) | 03/17/1980 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 25.34 | 35.76 | 8.61 | 8.91 | 9.08 | 0.47 | … | … | 2.25 | 25.24 | 47.68 | -39.44 | 53.94 | 32.61 | -18.45 | 30.48 | -32.35 | 1.93 | 40.38 | 8.68 | 18.45 | 19.67 | 24.42 | -31.76 | -12.09 | 26.77 | -36.00 | -53.91 | 13.72 | -6.92 | 1.32 | 26.58 | 2.01 | 27.84 | 5.90 | -25.12 | 14.04 | 78.00 | 23.97 | 48.47 | 5.84 | 4.76 | -11.45 | 83.43 | -9.05 | 1.53 | 10.11 | -27.64 | 23.00 | 26.05 | 22.68 | 40.58 | 11.29 | 21.57 | 25.93 |
| Sharpe Ratio | NA | 0.82 | 1.01 | 0.16 | 0.18 | NA | NA | … | … | 0.11 | 0.69 | 1.36 | -0.73 | 1.73 | 1.00 | -0.24 | 1.26 | -1.49 | 0.06 | 1.45 | 0.37 | 0.91 | 0.92 | 0.79 | -0.69 | -0.35 | 0.39 | -0.32 | -1.45 | 0.60 | -0.52 | 0.02 | 1.18 | 0.03 | 0.92 | 0.03 | -0.85 | 0.29 | 2.80 | 1.02 | 3.06 | 0.17 | 0.11 | -0.30 | 3.80 | -0.54 | -0.24 | 0.29 | -1.30 | 0.79 | 1.04 | 1.08 | 1.45 | 0.17 | 0.54 | 1.55 |
| Standard Deviation(%) | NA | 25.85 | 32.05 | 38.27 | 39.67 | NA | NA | … | … | 24.97 | 33.13 | 32.44 | 59.05 | 30.59 | 32.68 | 76.68 | 23.04 | 22.79 | 22.50 | 27.67 | 23.45 | 20.25 | 21.39 | 31.02 | 45.74 | 34.64 | 69.13 | 116.43 | 39.47 | 17.23 | 17.52 | 16.17 | 21.97 | 29.14 | 28.18 | 56.41 | 33.71 | 36.33 | 26.36 | 19.78 | 14.56 | 16.46 | 23.13 | 45.68 | 20.81 | 26.66 | 18.47 | 18.11 | 24.45 | 23.60 | 19.76 | 14.38 | 23.44 | 20.23 | 20.40 | 16.45 |
| Draw Down(%) | NA | 16.52 | 27.14 | 60.76 | 64.25 | NA | NA | … | … | 16.52 | 27.14 | 16.16 | 60.76 | 11.97 | 22.18 | 59.95 | 14.16 | 38.17 | 21.50 | 19.97 | 16.73 | 12.27 | 14.76 | 30.67 | 54.91 | 39.49 | 33.39 | 76.42 | 57.68 | 11.11 | 20.25 | 11.84 | 17.66 | 24.70 | 14.97 | 42.90 | 39.00 | 33.39 | 14.29 | 17.50 | 6.75 | 16.75 | 22.87 | 37.88 | 9.32 | 33.33 | 20.17 | 21.00 | 44.21 | 20.96 | 17.49 | 16.67 | 17.91 | 16.03 | 12.68 | 14.29 |
| Yield(%) | 0.00 | 3.12 | 5.60 | 3.17 | 3.73 | 4.18 | 1.26 | … | … | 0.70 | 3.00 | 4.15 | 2.45 | 3.58 | 4.67 | 3.63 | 4.19 | 2.39 | 1.80 | 1.98 | 1.79 | 1.73 | 1.98 | 0.49 | 0.33 | 0.00 | 0.00 | 2.29 | 4.31 | 4.57 | 4.04 | 3.76 | 3.50 | 2.93 | 2.48 | 3.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHN (First Horizon Corporation) |
-40.86%
Jun 2005 – Jun 2008 |
-28.60%
Sep 2006 – Sep 2011 |
-13.74%
Sep 2001 – Sep 2011 |
-7.77%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHN (First Horizon Corporation) |
48.52%
Dec 1994 – Dec 1997 |
32.65%
Apr 1994 – Apr 1999 |
20.32%
Apr 1989 – Apr 1999 |
17.76%
Dec 1982 – Dec 1997 |
Annualized Rolling Returns Comparison Chart
