Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMFN (Federal National Mortgage Association Pref O) | -30.09% | -13.02% | 92.54% | 10.80% | 8.59% | 9.80% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMFN (Federal National Mortgage Association Pref O) | 02/23/2010 | 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 (%) | -9.71 | -13.02 | 92.54 | 10.80 | 8.59 | 9.80 | NA | … | … | -30.09 | 37.18 | 274.61 | 49.41 | -31.17 | -68.13 | -22.89 | 79.46 | -15.15 | -4.14 | 149.91 | -6.61 | -58.45 | 422.06 | 36.00 | 163.16 | -49.33 |
| Sharpe Ratio | NA | -0.34 | 1.81 | 0.16 | 0.14 | NA | NA | … | … | -1.10 | 0.96 | 3.73 | 0.94 | -0.58 | -0.60 | -0.36 | 1.83 | -0.46 | -0.08 | 1.89 | -0.14 | -0.59 | 6.84 | 0.28 | 1.53 | -0.06 |
| Standard Deviation(%) | NA | 36.84 | 53.94 | 70.55 | 63.45 | NA | NA | … | … | 44.70 | 36.31 | 72.96 | 48.57 | 56.74 | 112.89 | 64.71 | 42.57 | 35.91 | 62.93 | 78.86 | 47.25 | 98.49 | 61.68 | 130.81 | 106.74 | 872.42 |
| Draw Down(%) | NA | 44.35 | 44.35 | 79.01 | 89.73 | NA | NA | … | … | 35.51 | 18.43 | 31.76 | 37.03 | 50.79 | 82.97 | 60.76 | 28.13 | 39.19 | 53.79 | 40.85 | 42.71 | 76.14 | 41.10 | 68.18 | 62.75 | 99.53 |
| 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 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMFN (Federal National Mortgage Association Pref O) |
-44.70%
Dec 2019 – Dec 2022 |
-24.69%
Apr 2018 – Apr 2023 |
-13.04%
Nov 2013 – Nov 2023 |
9.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMFN (Federal National Mortgage Association Pref O) |
195.53%
Nov 2010 – Nov 2013 |
84.71%
Jul 2010 – Jul 2015 |
43.63%
Aug 2010 – Aug 2020 |
32.80%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart