Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHN-PF (First Horizon Corporation) | 0.39% | 7.42% | 10.02% | -1.59% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHN-PF (First Horizon Corporation) | 04/29/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | 7.42 | 10.02 | -1.59 | NA | NA | NA | … | … | 0.39 | 5.27 | 10.38 | -8.09 | -15.73 | 4.76 |
| Sharpe Ratio | NA | 0.46 | 0.34 | -0.14 | NA | NA | NA | … | … | -0.10 | 0.16 | 0.33 | -0.22 | -0.74 | 0.92 |
| Standard Deviation(%) | NA | 11.77 | 18.81 | 29.13 | NA | NA | NA | … | … | 12.36 | 14.83 | 20.32 | 54.76 | 23.22 | 7.69 |
| Draw Down(%) | NA | 7.86 | 19.38 | 50.15 | NA | NA | NA | … | … | 7.86 | 10.53 | 14.93 | 45.06 | 27.28 | 4.94 |
| Yield(%) | 0.00 | 6.80 | 7.38 | 4.55 | 2.33 | 1.55 | 1.17 | … | … | 1.65 | 6.41 | 6.84 | 5.76 | 4.66 | 3.24 |
Data as of 06/11/2026, Common starting date is 04/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHN-PF (First Horizon Corporation) |
-6.93%
Jun 2021 – Jun 2024 |
-1.32%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHN-PF (First Horizon Corporation) |
11.54%
May 2023 – May 2026 |
-1.32%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart