Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEY-PI (KeyCorp) | 4.14% | 8.63% | 11.17% | 2.02% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEY-PI (KeyCorp) | 12/08/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 8.63 | 11.17 | 2.02 | NA | NA | NA | … | … | 4.14 | 7.39 | 21.95 | -0.83 | -18.65 | 8.72 | 8.36 | 16.41 | -5.56 | 16.68 | 3.20 |
| Sharpe Ratio | NA | 1.09 | 0.66 | -0.01 | NA | NA | NA | … | … | 1.45 | 0.53 | 1.07 | -0.10 | -1.18 | 0.78 | 0.16 | 1.32 | -0.95 | 1.70 | 12.09 |
| Standard Deviation(%) | NA | 5.62 | 16.65 | 22.77 | NA | NA | NA | … | … | 4.63 | 8.53 | 17.16 | 43.53 | 17.11 | 11.09 | 50.94 | 11.34 | 7.30 | 9.48 | 5.73 |
| Draw Down(%) | NA | 1.83 | 20.28 | 42.34 | NA | NA | NA | … | … | 1.83 | 5.57 | 9.23 | 36.60 | 20.89 | 5.33 | 42.72 | 7.29 | 9.32 | 4.07 | 0.31 |
| Yield(%) | 1.50 | 6.25 | 6.94 | 4.96 | 5.73 | 3.82 | 2.87 | … | … | 3.05 | 6.19 | 6.98 | 6.39 | 5.07 | 5.31 | 5.27 | 5.84 | 5.31 | 5.82 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEY-PI (KeyCorp) |
-9.06%
Oct 2020 – Oct 2023 |
-2.05%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEY-PI (KeyCorp) |
14.28%
May 2023 – May 2026 |
6.53%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart