Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GJT (STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC) | 3.09% | 8.37% | 8.49% | 7.61% | 6.66% | 4.60% | 2.57% | … | … |
Data as of 06/03/2026, Common starting date is 05/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GJT (STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC) | 05/30/2006 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 8.37 | 8.49 | 7.61 | 6.66 | 4.60 | 2.57 | … | … | 3.09 | 6.23 | 8.92 | 13.61 | 4.54 | 0.39 | 0.03 | 7.95 | 4.12 | 17.80 | 1.98 | 2.51 | 23.13 | -3.16 | 3.97 | -13.60 | 5.01 | 141.81 | -56.12 | -26.04 | -4.10 |
| Sharpe Ratio | NA | 0.68 | 0.48 | 0.48 | 0.41 | NA | NA | … | … | 0.65 | 0.37 | 0.44 | 0.80 | 0.29 | 0.03 | -0.01 | 0.56 | 0.25 | 1.37 | 0.14 | 0.19 | 1.85 | -0.13 | 0.19 | -0.52 | 0.20 | 2.70 | -0.83 | -1.96 | -0.67 |
| Standard Deviation(%) | NA | 9.21 | 11.09 | 10.73 | 12.48 | NA | NA | … | … | 8.08 | 9.02 | 11.95 | 12.54 | 10.91 | 11.85 | 20.78 | 11.60 | 10.86 | 12.53 | 12.74 | 13.00 | 12.47 | 25.22 | 20.33 | 26.20 | 24.51 | 52.52 | 68.83 | 14.95 | 15.54 |
| Draw Down(%) | NA | 1.98 | 5.33 | 8.05 | 19.83 | NA | NA | … | … | 1.80 | 2.90 | 3.08 | 5.33 | 8.05 | 4.90 | 19.83 | 3.38 | 5.68 | 3.70 | 5.79 | 5.87 | 7.52 | 24.41 | 11.17 | 24.97 | 14.30 | 27.90 | 72.87 | 29.94 | 12.41 |
| Yield(%) | 0.40 | 5.22 | 5.81 | 5.05 | 4.51 | 3.29 | 2.23 | … | … | 2.00 | 5.52 | 5.12 | 7.13 | 3.26 | 1.07 | 1.09 | 3.67 | 3.15 | 6.05 | 1.55 | 1.20 | 1.42 | 1.39 | 1.38 | 1.26 | 1.41 | 3.12 | 3.98 | 2.32 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GJT (STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC) |
-16.60%
Jun 2006 – Jun 2009 |
-6.57%
Dec 2006 – Dec 2011 |
-1.02%
Jun 2006 – Jun 2016 |
1.32%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GJT (STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC) |
35.75%
Feb 2009 – Feb 2012 |
21.52%
Nov 2008 – Nov 2013 |
14.75%
Nov 2008 – Nov 2018 |
10.95%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart