Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPWLN (Indianapolis Power & Light Company PFD 4.80% CDT) | NA | -6.59% | -1.33% | -0.65% | -0.28% | NA | NA | … | … |
Data as of 02/28/2023, Common starting date is 05/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPWLN (Indianapolis Power & Light Company PFD 4.80% CDT) | 05/07/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.59 | -1.33 | -0.65 | -0.28 | NA | NA | … | … | 0.00 | -6.59 | 3.46 | -2.94 | 0.99 | -0.25 | -0.74 | 4.08 | -1.61 | 9.43 | -9.66 | 3.33 | 8.33 | 16.13 |
| Sharpe Ratio | NA | -0.38 | -0.16 | -0.16 | -0.06 | NA | NA | … | … | 0.00 | -0.34 | 1.44 | -0.98 | -0.19 | -2.38 | -0.15 | 1.27 | -0.16 | 0.75 | -0.28 | 0.26 | 0.32 | 1.42 |
| Standard Deviation(%) | NA | 23.50 | 13.81 | 10.75 | 14.45 | NA | NA | … | … | NA | 23.50 | 3.70 | 3.23 | 2.22 | 0.65 | 8.86 | 3.05 | 9.99 | 12.61 | 34.18 | 12.57 | 25.75 | 17.95 |
| Draw Down(%) | NA | 20.01 | 20.01 | 20.01 | 30.13 | NA | NA | … | … | 0.00 | 20.01 | 1.12 | 3.79 | 0.99 | 0.59 | 6.86 | 0.00 | 5.62 | 4.57 | 27.73 | 9.55 | 12.50 | 1.94 |
| Yield(%) | 0.00 | 4.80 | 4.71 | 4.50 | 4.65 | 5.16 | 3.87 | … | … | 0.00 | 4.80 | 4.85 | 4.71 | 3.56 | 4.74 | 4.71 | 4.90 | 4.82 | 5.27 | 4.76 | 4.92 | 5.33 | 4.65 |
Data as of 02/28/2023, Common starting date is 05/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWLN (Indianapolis Power & Light Company PFD 4.80% CDT) |
-8.02%
Apr 2013 – Apr 2016 |
-4.27%
Apr 2013 – Apr 2018 |
-1.22%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWLN (Indianapolis Power & Light Company PFD 4.80% CDT) |
4.79%
Jul 2014 – Jul 2017 |
3.88%
Feb 2011 – Feb 2016 |
2.13%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart