Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FHN-PA (First Horizon Corporation) NA 5.22% 5.67% 5.00% NA NA NA
Data as of 07/12/2021, Common starting date is 01/29/2013
More Performance Analytics Comparison
Name Start Date End Date
FHN-PA (First Horizon Corporation) 01/29/2013 07/12/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -0.12 5.22 5.67 5.00 NA NA NA -3.13 3.18 4.84 -2.46 1.06 -1.71 4.66 19.41 -15.77
Sharpe Ratio NA 0.47 0.15 0.16 NA NA NA -0.61 0.05 0.43 -0.75 0.06 -0.17 0.58 1.99 -1.34
Standard Deviation(%) NA 10.65 33.49 26.34 NA NA NA 9.82 56.41 8.01 5.01 6.89 11.06 7.94 9.72 12.68
Draw Down(%) NA 5.13 41.81 41.81 NA NA NA 4.81 41.81 4.76 5.50 3.48 9.87 4.34 4.17 21.87
Yield(%) 0.00 6.19 6.13 5.87 5.46 3.64 2.73 2.97 6.07 6.24 6.21 6.25 6.11 6.40 7.57 6.10
Data as of 07/12/2021, Common starting date is 01/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHN-PA (First Horizon Corporation) 3.51%
Mar 2017 – Mar 2020
4.96%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FHN-PA (First Horizon Corporation) 14.17%
Sep 2013 – Sep 2016
10.58%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return