Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMAK (Federal Natl Pfd N) | -33.77% | -15.00% | 90.08% | 9.63% | 7.27% | 8.96% | -4.84% | … | … |
Data as of 06/04/2026, Common starting date is 09/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMAK (Federal Natl Pfd N) | 09/23/2003 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.19 | -15.00 | 90.08 | 9.63 | 7.27 | 8.96 | -4.84 | … | … | -33.77 | 27.03 | 290.09 | 77.10 | -37.02 | -71.21 | -25.90 | 97.37 | -25.66 | 11.21 | 148.96 | -12.73 | -60.43 | 372.79 | 68.00 | 124.36 | -48.00 | 41.51 | -97.15 | -21.96 | 0.38 | 3.82 | -6.53 | -0.81 |
| Sharpe Ratio | NA | -0.45 | 1.41 | 0.11 | 0.10 | NA | NA | … | … | -1.14 | 0.48 | 3.67 | 1.23 | -0.64 | -0.61 | -0.41 | 1.96 | -0.60 | 0.15 | 1.60 | -0.18 | -0.61 | 5.01 | 0.53 | 1.01 | -0.39 | 0.30 | -0.47 | -1.13 | -0.28 | 0.14 | -0.57 | -0.30 |
| Standard Deviation(%) | NA | 48.06 | 62.56 | 77.28 | 69.66 | NA | NA | … | … | 55.50 | 51.72 | 78.32 | 59.77 | 59.93 | 116.81 | 63.46 | 48.99 | 44.82 | 71.25 | 92.23 | 69.87 | 99.85 | 74.47 | 129.36 | 122.50 | 122.61 | 139.41 | 207.70 | 22.07 | 10.54 | 11.71 | 13.10 | 11.81 |
| Draw Down(%) | NA | 49.09 | 49.09 | 78.67 | 90.33 | NA | NA | … | … | 43.98 | 22.62 | 33.89 | 34.00 | 57.74 | 82.21 | 58.74 | 29.50 | 42.30 | 51.38 | 44.02 | 48.05 | 76.32 | 44.83 | 73.94 | 65.00 | 76.89 | 81.63 | 98.11 | 31.90 | 14.31 | 13.16 | 14.29 | 5.84 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAK (Federal Natl Pfd N) |
-76.65%
Jul 2007 – Jul 2010 |
-58.19%
Jul 2005 – Jul 2010 |
-21.48%
Feb 2006 – Feb 2016 |
-17.49%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAK (Federal Natl Pfd N) |
161.20%
Dec 2010 – Dec 2013 |
90.38%
Feb 2009 – Feb 2014 |
38.25%
May 2009 – May 2019 |
28.30%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart