Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMAI (Federal National Mortgage Association Pref Q) | -31.17% | -15.16% | 95.00% | 10.44% | 7.88% | 9.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMAI (Federal National Mortgage Association Pref Q) | 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 (%) | -9.70 | -15.16 | 95.00 | 10.44 | 7.88 | 9.46 | NA | … | … | -31.17 | 25.13 | 291.90 | 55.35 | -34.57 | -69.43 | -27.73 | 88.68 | -19.03 | 5.88 | 112.50 | 7.02 | -57.29 | 351.61 | 50.49 | 87.27 | -39.21 | 39.20 | -97.20 |
| Sharpe Ratio | NA | -0.33 | 1.50 | 0.14 | 0.11 | NA | NA | … | … | -0.85 | 0.48 | 3.48 | 0.86 | -0.71 | -0.56 | -0.40 | 1.82 | -0.47 | 0.08 | 1.29 | 0.16 | -0.59 | 4.47 | 0.38 | 0.58 | -0.29 | 0.22 | -0.39 |
| Standard Deviation(%) | NA | 49.82 | 64.31 | 78.27 | 70.81 | NA | NA | … | … | 61.31 | 46.99 | 83.14 | 60.33 | 50.61 | 124.45 | 69.78 | 48.07 | 43.38 | 68.86 | 86.37 | 44.19 | 97.43 | 78.69 | 135.71 | 151.65 | 133.28 | 177.22 | 252.16 |
| Draw Down(%) | NA | 46.95 | 46.95 | 78.96 | 90.60 | NA | NA | … | … | 37.74 | 20.58 | 36.30 | 39.50 | 55.46 | 83.27 | 59.98 | 32.01 | 37.36 | 54.81 | 41.57 | 40.38 | 77.11 | 43.66 | 70.00 | 63.40 | 76.69 | 84.38 | 98.38 |
| 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 |
|---|---|---|---|---|
| FNMAI (Federal National Mortgage Association Pref Q) |
-60.29%
Aug 2008 – Aug 2011 |
-29.52%
Aug 2008 – Aug 2013 |
-14.30%
Sep 2008 – Sep 2018 |
-17.66%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAI (Federal National Mortgage Association Pref Q) |
178.55%
Nov 2010 – Nov 2013 |
79.66%
Aug 2009 – Aug 2014 |
40.44%
Nov 2010 – Nov 2020 |
29.16%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart