Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMAT (Federal National Mortgage Association Pref T) | -31.61% | -19.15% | 86.53% | 9.36% | 6.74% | 9.05% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMAT (Federal National Mortgage Association Pref T) | 06/26/2008 | 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 (%) | -10.17 | -19.15 | 86.53 | 9.36 | 6.74 | 9.05 | NA | … | … | -31.61 | 28.85 | 260.82 | 58.15 | -29.23 | -66.15 | -32.22 | 69.10 | -18.69 | 4.30 | 73.63 | -13.33 | -47.97 | 378.20 | 50.71 | 171.84 | -47.99 | 30.26 | -96.81 |
| Sharpe Ratio | NA | -0.50 | 1.55 | 0.12 | 0.10 | NA | NA | … | … | -0.95 | 0.64 | 3.67 | 1.08 | -0.55 | -0.55 | -0.47 | 1.40 | -0.49 | 0.06 | 1.09 | -0.37 | -0.61 | 7.20 | 0.52 | 1.63 | -0.51 | 0.20 | -0.34 |
| Standard Deviation(%) | NA | 45.43 | 57.38 | 73.26 | 66.15 | NA | NA | … | … | 56.71 | 41.67 | 70.34 | 50.58 | 55.58 | 119.54 | 69.20 | 48.21 | 40.90 | 63.55 | 66.74 | 36.15 | 78.63 | 52.52 | 98.05 | 105.67 | 95.07 | 154.03 | 293.53 |
| Draw Down(%) | NA | 48.06 | 48.06 | 77.48 | 89.22 | NA | NA | … | … | 38.63 | 21.19 | 33.14 | 31.58 | 49.57 | 81.38 | 64.20 | 32.63 | 35.80 | 53.23 | 34.26 | 45.98 | 66.38 | 19.04 | 63.77 | 64.55 | 80.00 | 85.32 | 97.88 |
| 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 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAT (Federal National Mortgage Association Pref T) |
-49.15%
Jul 2008 – Jul 2011 |
-25.91%
Dec 2017 – Dec 2022 |
-15.86%
May 2013 – May 2023 |
-12.86%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAT (Federal National Mortgage Association Pref T) |
182.92%
Aug 2010 – Aug 2013 |
83.11%
Aug 2010 – Aug 2015 |
38.05%
Aug 2010 – Aug 2020 |
29.34%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart