Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEY-PK (KeyCorp) | -1.55% | 4.30% | 6.77% | -0.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/24/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEY-PK (KeyCorp) | 04/24/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 4.30 | 6.77 | -0.14 | NA | NA | NA | … | … | -1.55 | 6.35 | 13.46 | 3.48 | -19.27 | 2.86 | 18.71 | 3.88 |
| Sharpe Ratio | NA | 0.51 | 0.36 | -0.07 | NA | NA | NA | … | … | -0.31 | 0.24 | 0.53 | 0.00 | -1.07 | 0.31 | 0.43 | 1.41 |
| Standard Deviation(%) | NA | 9.66 | 21.51 | 28.76 | NA | NA | NA | … | … | 9.26 | 14.29 | 18.53 | 56.28 | 19.33 | 9.28 | 42.53 | 3.05 |
| Draw Down(%) | NA | 8.62 | 30.67 | 45.22 | NA | NA | NA | … | … | 6.61 | 11.64 | 11.82 | 43.43 | 21.19 | 5.78 | 40.84 | 0.20 |
| Yield(%) | 1.69 | 6.79 | 6.94 | 5.04 | 4.13 | 2.75 | 2.06 | … | … | 3.28 | 6.49 | 7.02 | 6.70 | 5.20 | 5.10 | 6.74 | 3.53 |
Data as of 06/04/2026, Common starting date is 04/24/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEY-PK (KeyCorp) |
-12.73%
Oct 2020 – Oct 2023 |
0.47%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEY-PK (KeyCorp) |
11.79%
May 2023 – May 2026 |
5.45%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart