Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPWLP (Indianapolis Power & Light Company PFD 4%) | NA | 26.68% | 9.31% | 5.70% | 3.13% | NA | NA | … | … |
Data as of 02/28/2023, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPWLP (Indianapolis Power & Light Company PFD 4%) | 02/08/2012 | 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 | 26.68 | 9.31 | 5.70 | 3.13 | NA | NA | … | … | 0.00 | 26.68 | -0.05 | 4.62 | -1.22 | 0.71 | -3.92 | 7.37 | -1.30 | 0.94 | 5.94 | 9.76 |
| Sharpe Ratio | NA | 0.56 | 0.26 | 0.18 | 0.13 | NA | NA | … | … | 0.00 | 0.58 | -0.01 | 0.32 | -0.23 | -0.05 | -0.55 | 0.53 | -0.19 | 0.08 | 0.48 | 0.34 |
| Standard Deviation(%) | NA | 43.18 | 32.66 | 25.90 | 19.56 | NA | NA | … | … | NA | 43.54 | 12.97 | 13.81 | 11.53 | 11.81 | 8.31 | 13.51 | 7.04 | 12.34 | 12.43 | 32.67 |
| Draw Down(%) | NA | 18.99 | 18.99 | 18.99 | 22.16 | NA | NA | … | … | 0.00 | 18.99 | 8.33 | 9.44 | 7.54 | 7.08 | 5.83 | 7.48 | 4.55 | 5.61 | 6.06 | 11.58 |
| Yield(%) | 0.00 | 4.00 | 3.67 | 3.84 | 4.06 | 3.58 | 2.69 | … | … | 0.00 | 4.00 | 2.94 | 4.10 | 4.05 | 4.08 | 3.92 | 4.21 | 4.16 | 4.20 | 4.44 | 6.16 |
Data as of 02/28/2023, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWLP (Indianapolis Power & Light Company PFD 4%) |
-4.57%
Oct 2016 – Oct 2019 |
-3.01%
Nov 2017 – Nov 2022 |
-0.25%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWLP (Indianapolis Power & Light Company PFD 4%) |
12.69%
Dec 2019 – Dec 2022 |
5.91%
Dec 2017 – Dec 2022 |
3.79%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart