Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPWLK (AES Indiana) | NA | 9.41% | 3.07% | 1.87% | 1.31% | NA | NA | … | … |
Data as of 02/28/2023, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPWLK (AES Indiana) | 02/23/2012 | 02/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.41 | 3.07 | 1.87 | 1.31 | NA | NA | … | … | 0.00 | 9.80 | 1.86 | 1.92 | 1.09 | -1.46 | 2.19 | -0.20 | 3.02 | 0.36 | -2.80 | 1.01 |
| Sharpe Ratio | NA | 0.54 | 0.20 | 0.08 | 0.07 | NA | NA | … | … | 0.00 | 0.65 | 0.29 | 0.17 | -0.04 | -0.40 | 0.15 | -0.06 | 0.43 | 0.04 | -0.20 | 0.26 |
| Standard Deviation(%) | NA | 12.91 | 11.17 | 9.88 | 9.80 | NA | NA | … | … | NA | 13.08 | 9.51 | 9.67 | 8.82 | 6.88 | 10.14 | 6.88 | 6.97 | 8.73 | 13.94 | 4.40 |
| Draw Down(%) | NA | 5.94 | 5.94 | 5.94 | 12.15 | NA | NA | … | … | 0.00 | 5.94 | 5.06 | 4.00 | 4.95 | 3.37 | 4.56 | 3.83 | 4.14 | 3.67 | 10.75 | 3.92 |
| Yield(%) | 0.00 | 5.51 | 4.99 | 5.18 | 5.51 | 4.08 | 3.06 | … | … | 0.00 | 5.53 | 4.06 | 5.52 | 5.58 | 5.50 | 5.62 | 5.61 | 5.78 | 5.80 | 5.64 | 5.70 |
Data as of 02/28/2023, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWLK (AES Indiana) |
-2.54%
May 2013 – May 2016 |
-1.15%
May 2013 – May 2018 |
0.43%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWLK (AES Indiana) |
3.61%
Dec 2019 – Dec 2022 |
2.17%
Jan 2018 – Jan 2023 |
1.28%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart