Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCPB (Mt. Carmel Public Utility Co) | NA | -46.25% | 0.34% | -3.24% | NA | NA | NA | … | … |
Data as of 11/18/2021, Common starting date is 07/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCPB (Mt. Carmel Public Utility Co) | 07/17/2014 | 11/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -46.25 | 0.34 | -3.24 | NA | NA | NA | … | … | -46.72 | 27.41 | 35.00 | 6.67 | -29.51 | -46.80 | 66.67 | 14.94 |
| Sharpe Ratio | NA | -0.95 | -0.01 | -0.10 | NA | NA | NA | … | … | -0.99 | 1.12 | 1.46 | 0.83 | -0.48 | -0.74 | 1.30 | 1.72 |
| Standard Deviation(%) | NA | 48.48 | 34.09 | 38.65 | NA | NA | NA | … | … | 51.52 | 24.17 | 22.94 | 6.47 | 62.74 | 63.11 | 51.08 | 20.53 |
| Draw Down(%) | NA | 47.88 | 47.88 | 47.88 | NA | NA | NA | … | … | 47.88 | 0.00 | 0.00 | 0.00 | 36.09 | 46.80 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.49 | 6.00 | 4.29 | 2.18 | 1.46 | 1.09 | … | … | 2.62 | 4.44 | 6.00 | 6.40 | 4.51 | 0.00 | 0.00 | 0.00 |
Data as of 11/18/2021, Common starting date is 07/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPB (Mt. Carmel Public Utility Co) |
-25.95%
Mar 2015 – Mar 2018 |
-14.94%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPB (Mt. Carmel Public Utility Co) |
33.98%
May 2017 – May 2020 |
1.54%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart