Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRC-PJ (FIRST REPUBLIC BANK ADRs of 4.70% Noncumulative Perpetual Series J Preferred Stock) | NA | -100.00% | -100.00% | NA | NA | NA | NA | … | … |
Data as of 05/31/2023, Common starting date is 11/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRC-PJ (FIRST REPUBLIC BANK ADRs of 4.70% Noncumulative Perpetual Series J Preferred Stock) | 11/27/2019 | 05/31/2023 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | NA | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 4.20 | 4.43 | 2.95 | 1.47 | 0.98 | 0.74 | … | … |
Data as of 05/31/2023, Common starting date is 11/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRC-PJ (FIRST REPUBLIC BANK ADRs of 4.70% Noncumulative Perpetual Series J Preferred Stock) |
-56.28%
Apr 2020 – Apr 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRC-PJ (FIRST REPUBLIC BANK ADRs of 4.70% Noncumulative Perpetual Series J Preferred Stock) |
1.36%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart