Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMAJ (Federal National Mortgage Association Pref R) | -33.53% | -16.89% | 87.98% | 8.72% | 7.66% | 8.97% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMAJ (Federal National Mortgage Association Pref R) | 07/02/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.65 | -16.89 | 87.98 | 8.72 | 7.66 | 8.97 | NA | … | … | -33.53 | 38.16 | 264.71 | 54.55 | -32.65 | -67.89 | -30.00 | 83.19 | -19.05 | -7.55 | 183.93 | -17.40 | -56.87 | 410.39 | 35.09 | 123.53 | 45.71 |
| Sharpe Ratio | NA | -0.34 | 1.57 | 0.13 | 0.12 | NA | NA | … | … | -1.00 | 0.83 | 3.53 | 1.03 | -0.62 | -0.62 | -0.46 | 1.74 | -0.51 | -0.12 | 2.41 | -0.33 | -0.64 | 4.87 | 0.28 | 0.99 | 0.58 |
| Standard Deviation(%) | NA | 46.22 | 58.19 | 70.81 | 64.89 | NA | NA | … | … | 53.80 | 43.17 | 74.21 | 49.31 | 55.06 | 109.47 | 66.11 | 46.91 | 39.98 | 68.74 | 75.71 | 52.21 | 89.43 | 84.22 | 127.01 | 124.88 | 193.78 |
| Draw Down(%) | NA | 46.54 | 46.54 | 79.29 | 90.00 | NA | NA | … | … | 39.08 | 20.04 | 34.88 | 36.63 | 52.87 | 81.13 | 60.71 | 31.95 | 33.87 | 53.33 | 43.31 | 48.35 | 77.46 | 40.48 | 68.29 | 66.10 | 52.73 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAJ (Federal National Mortgage Association Pref R) |
-46.71%
Dec 2019 – Dec 2022 |
-25.83%
Dec 2017 – Dec 2022 |
-13.49%
May 2013 – May 2023 |
9.54%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAJ (Federal National Mortgage Association Pref R) |
148.86%
Dec 2010 – Dec 2013 |
68.26%
Aug 2010 – Aug 2015 |
37.79%
Aug 2010 – Aug 2020 |
29.09%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart