Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INPAP (International Paper Company PFD $4) | -2.17% | 1.51% | 3.58% | 0.28% | -0.58% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INPAP (International Paper Company PFD $4) | 10/18/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.51 | 3.58 | 0.28 | -0.58 | NA | NA | … | … | -2.17 | 17.58 | 17.13 | -11.07 | -18.79 | 2.13 | 8.45 | 13.78 | -7.47 | 12.94 | -1.58 | 6.30 | 9.49 | 11.64 | 1.20 |
| Sharpe Ratio | NA | 0.47 | 0.01 | -0.05 | -0.06 | NA | NA | … | … | -0.22 | 0.21 | 0.39 | -0.65 | -0.77 | 0.03 | 0.47 | 1.22 | -0.28 | 0.41 | -0.04 | 0.34 | 2.08 | 0.13 | 2.34 |
| Standard Deviation(%) | NA | 50.92 | 41.99 | 48.08 | 37.02 | NA | NA | … | … | 34.45 | 65.10 | 37.49 | 22.67 | 24.10 | 79.97 | 17.19 | 10.11 | 31.78 | 30.19 | 47.38 | 18.30 | 4.56 | 92.64 | 2.74 |
| Draw Down(%) | NA | 25.61 | 25.61 | 53.05 | 53.05 | NA | NA | … | … | 14.53 | 22.95 | 11.76 | 19.51 | 26.64 | 34.99 | 12.10 | 3.05 | 24.49 | 22.74 | 27.77 | 13.73 | 1.08 | 48.00 | 0.00 |
| Yield(%) | 0.00 | 4.71 | 3.25 | 3.09 | 2.70 | 3.89 | 2.92 | … | … | 2.33 | 2.78 | 3.03 | 5.13 | 3.81 | 2.00 | 4.17 | 4.55 | 4.05 | 4.40 | 4.17 | 4.26 | 4.46 | 4.76 | 1.19 |
Data as of 06/03/2026, Common starting date is 10/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPAP (International Paper Company PFD $4) |
-12.08%
Mar 2022 – Mar 2025 |
-6.36%
May 2013 – May 2018 |
-3.61%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INPAP (International Paper Company PFD $4) |
16.18%
Jul 2013 – Jul 2016 |
11.91%
Jan 2013 – Jan 2018 |
3.69%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart