Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEWEN (New England Power Company PFD 6%) | NA | 40.95% | 11.89% | 5.23% | 5.52% | NA | NA | … | … |
Data as of 06/16/2025, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWEN (New England Power Company PFD 6%) | 09/26/2012 | 06/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.95 | 11.89 | 5.23 | 5.52 | NA | NA | … | … | 32.66 | 8.21 | -5.13 | -19.96 | 4.35 | 11.75 | 5.14 | 3.78 | 18.81 | 1.35 | 13.96 | 6.21 | 5.26 | -0.23 |
| Sharpe Ratio | NA | 0.42 | 0.19 | 0.07 | 0.09 | NA | NA | … | … | 1.13 | 0.04 | -0.32 | -0.45 | 0.13 | 0.14 | 0.07 | 0.05 | 0.57 | 0.05 | 0.34 | 0.41 | 0.13 | -0.04 |
| Standard Deviation(%) | NA | 66.86 | 44.51 | 44.30 | 47.18 | NA | NA | … | … | 73.79 | 43.51 | 29.68 | 47.14 | 32.61 | 79.54 | 53.67 | 49.81 | 31.80 | 21.14 | 41.27 | 15.21 | 40.60 | 25.14 |
| Draw Down(%) | NA | 22.06 | 22.06 | 33.09 | 36.16 | NA | NA | … | … | 22.06 | 21.04 | 18.20 | 32.18 | 20.34 | 29.89 | 29.99 | 23.88 | 20.27 | 15.90 | 20.00 | 8.04 | 24.29 | 8.33 |
| Yield(%) | 0.00 | 6.38 | 5.66 | 4.57 | 4.75 | 4.38 | 3.29 | … | … | 1.55 | 6.31 | 5.99 | 4.29 | 3.25 | 4.62 | 4.63 | 4.29 | 5.17 | 4.62 | 5.43 | 5.65 | 5.45 | 1.34 |
Data as of 06/16/2025, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWEN (New England Power Company PFD 6%) |
-10.97%
Aug 2020 – Aug 2023 |
-5.79%
Aug 2019 – Aug 2024 |
1.38%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWEN (New England Power Company PFD 6%) |
19.34%
May 2018 – May 2021 |
14.79%
Jul 2014 – Jul 2019 |
5.90%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart