Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMAH (Federal Natl Mtg Pfd) | -30.21% | -7.35% | 93.67% | 10.75% | 8.41% | 9.71% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMAH (Federal Natl Mtg Pfd) | 01/03/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.42 | -7.35 | 93.67 | 10.75 | 8.41 | 9.71 | NA | … | … | -30.21 | 33.33 | 241.11 | 57.89 | -24.67 | -68.38 | -31.55 | 89.35 | -19.71 | -2.40 | 181.67 | -14.92 | -56.62 | 288.57 | 29.63 | 206.82 | -55.56 | 115.26 | -97.78 |
| Sharpe Ratio | NA | -0.26 | 1.31 | 0.12 | 0.12 | NA | NA | … | … | -0.81 | 0.62 | 2.82 | 0.71 | -0.39 | -0.57 | -0.45 | 1.77 | -0.53 | -0.05 | 2.11 | -0.29 | -0.56 | 3.91 | 0.23 | 1.64 | -0.42 | 0.73 | -0.46 |
| Standard Deviation(%) | NA | 57.08 | 71.36 | 83.93 | 72.82 | NA | NA | … | … | 67.94 | 50.40 | 84.35 | 75.82 | 67.72 | 119.25 | 70.90 | 49.76 | 39.74 | 63.55 | 85.51 | 51.65 | 101.81 | 73.85 | 132.33 | 125.73 | 133.02 | 157.93 | 212.97 |
| Draw Down(%) | NA | 45.61 | 45.61 | 79.56 | 90.63 | NA | NA | … | … | 40.43 | 23.51 | 34.99 | 40.00 | 50.32 | 81.53 | 63.86 | 31.23 | 39.86 | 49.56 | 41.23 | 46.55 | 77.54 | 39.47 | 75.12 | 56.76 | 75.00 | 81.82 | 98.23 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAH (Federal Natl Mtg Pfd) |
-56.38%
Mar 2008 – Mar 2011 |
-36.14%
Feb 2008 – Feb 2013 |
-12.84%
May 2008 – May 2018 |
-16.59%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAH (Federal Natl Mtg Pfd) |
152.37%
Nov 2010 – Nov 2013 |
90.55%
Feb 2009 – Feb 2014 |
37.48%
May 2009 – May 2019 |
26.88%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart