Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHN-PE (First Horizon Corporation) | 1.60% | 11.19% | 10.83% | 4.09% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHN-PE (First Horizon Corporation) | 05/21/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.19 | 10.83 | 4.09 | NA | NA | NA | … | … | 1.60 | 6.36 | 10.80 | 4.00 | -4.38 | 3.75 | 19.07 |
| Sharpe Ratio | NA | 1.03 | 0.51 | 0.07 | NA | NA | NA | … | … | 0.08 | 0.36 | 0.56 | 0.01 | -0.43 | 0.37 | 3.06 |
| Standard Deviation(%) | NA | 8.58 | 14.89 | 23.75 | NA | NA | NA | … | … | 9.42 | 9.64 | 12.77 | 48.19 | 13.42 | 10.15 | 10.72 |
| Draw Down(%) | NA | 3.71 | 18.49 | 36.15 | NA | NA | NA | … | … | 3.71 | 7.40 | 6.98 | 35.55 | 11.34 | 6.05 | 4.89 |
| Yield(%) | 0.00 | 6.99 | 7.45 | 6.07 | 4.04 | 2.70 | 2.02 | … | … | 1.66 | 6.60 | 6.94 | 6.62 | 7.38 | 5.76 | 4.08 |
Data as of 06/11/2026, Common starting date is 05/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHN-PE (First Horizon Corporation) |
-4.98%
Oct 2020 – Oct 2023 |
3.98%
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 |
|---|---|---|---|---|
| FHN-PE (First Horizon Corporation) |
12.19%
May 2023 – May 2026 |
6.32%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart