Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HWCPL (Hancock Whitney Corporation 5.95% SUB NT 45) | NA | 7.18% | 5.15% | 5.35% | NA | NA | NA | … | … |
Data as of 06/14/2021, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HWCPL (Hancock Whitney Corporation 5.95% SUB NT 45) | 04/02/2015 | 06/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 7.18 | 5.15 | 5.35 | NA | NA | NA | … | … | 1.82 | 4.36 | 12.36 | -1.69 | 13.14 | 5.56 | 4.97 |
| Sharpe Ratio | NA | 0.67 | 0.10 | 0.14 | NA | NA | NA | … | … | 0.69 | 0.06 | 1.40 | -0.27 | 1.35 | 0.40 | 0.78 |
| Standard Deviation(%) | NA | 10.39 | 42.86 | 34.04 | NA | NA | NA | … | … | 5.98 | 73.08 | 7.81 | 11.25 | 9.30 | 13.36 | 8.57 |
| Draw Down(%) | NA | 6.31 | 53.17 | 53.17 | NA | NA | NA | … | … | 3.00 | 53.17 | 2.97 | 8.76 | 4.27 | 10.29 | 3.16 |
| Yield(%) | 0.00 | 5.99 | 5.79 | 5.76 | 3.80 | 2.53 | 1.90 | … | … | 2.92 | 5.75 | 6.13 | 5.75 | 6.01 | 6.09 | 4.67 |
Data as of 06/14/2021, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWCPL (Hancock Whitney Corporation 5.95% SUB NT 45) |
0.43%
Mar 2017 – Mar 2020 |
5.16%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HWCPL (Hancock Whitney Corporation 5.95% SUB NT 45) |
8.36%
Feb 2016 – Feb 2019 |
7.88%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart