Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KTBA (Corts Trust for BellSouth Debentures) | 2.60% | 8.16% | 6.71% | 0.64% | 4.02% | 5.40% | NA | 6.21% |
Data as of 08/04/2025, AR inception is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KTBA (Corts Trust for BellSouth Debentures) | 05/17/2007 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.95 | 8.16 | 6.71 | 0.64 | 4.02 | 5.40 | NA | 6.21 | 2.60 | 21.35 | 24.43 | -26.88 | -12.70 | 8.65 | 20.49 | -3.49 | 7.37 | 3.39 | 12.64 | 10.32 | -4.55 | 17.11 | 8.85 | 14.58 | 30.61 | 1.52 | -7.10 |
| Sharpe Ratio | NA | 0.14 | 0.13 | -0.05 | 0.10 | NA | NA | 0.16 | 0.04 | 0.65 | 0.88 | -1.06 | -0.71 | 0.27 | 0.80 | -0.32 | 0.28 | 0.09 | 0.67 | 0.64 | -0.16 | 0.71 | 0.26 | 0.62 | 0.48 | 0.01 | -0.41 |
| Standard Deviation(%) | NA | 35.83 | 29.70 | 26.06 | 26.83 | NA | NA | 32.78 | 40.20 | 27.30 | 23.89 | 26.77 | 17.88 | 30.99 | 23.84 | 15.09 | 24.26 | 37.24 | 18.89 | 15.99 | 29.19 | 24.09 | 34.29 | 23.24 | 63.02 | 64.30 | 33.79 |
| Draw Down(%) | NA | 17.51 | 26.67 | 45.16 | 45.16 | NA | NA | 45.16 | 17.51 | 12.68 | 11.88 | 32.34 | 19.97 | 26.04 | 11.54 | 8.97 | 8.44 | 16.01 | 7.12 | 6.69 | 14.41 | 6.13 | 8.77 | 5.28 | 30.85 | 31.60 | 13.20 |
| Yield(%) | 0.00 | 7.95 | 6.48 | 5.25 | 5.74 | 6.41 | 6.19 | 6.87 | 3.92 | 8.75 | 9.92 | 3.47 | 5.68 | 5.87 | 6.86 | 6.03 | 3.16 | 6.15 | 6.48 | 6.73 | 6.04 | 6.63 | 6.76 | 7.19 | 8.86 | 7.78 | 7.07 |
Data as of 08/04/2025, AR inception is 05/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTBA (Corts Trust for BellSouth Debentures) |
-12.93%
Feb 2020 - Feb 2023 |
-6.36%
Oct 2017 - Oct 2022 |
-0.22%
Nov 2012 - Nov 2022 |
3.69%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTBA (Corts Trust for BellSouth Debentures) |
21.04%
Mar 2009 - Mar 2012 |
14.33%
Mar 2009 - Mar 2014 |
10.29%
Oct 2007 - Oct 2017 |
6.67%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison Chart