Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSARP (NSTAR Electric Company PFD 4.25%) | NA | 0.35% | 0.22% | -2.49% | 1.84% | 3.97% | 4.33% | … | … |
Data as of 10/09/2025, Common starting date is 04/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSARP (NSTAR Electric Company PFD 4.25%) | 04/07/1994 | 10/09/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.35 | 0.22 | -2.49 | 1.84 | 3.97 | 4.33 | … | … | 3.78 | 16.92 | -12.67 | -16.53 | 0.45 | 8.48 | 6.45 | 1.66 | 10.08 | 6.12 | 3.47 | 5.58 | 2.67 | 12.38 | 20.05 | 10.51 | 32.53 | -14.73 | -1.15 | 2.57 | 25.00 | 6.30 | 14.35 | 14.31 | 11.45 | -4.38 | -7.69 | 31.86 | 18.18 | 5.07 | 27.31 | -10.26 |
| Sharpe Ratio | NA | -0.21 | -0.15 | -0.23 | 0.02 | NA | NA | … | … | 0.11 | 0.73 | -0.60 | -0.89 | 0.03 | 0.49 | 0.61 | 0.03 | 1.00 | 0.75 | 0.49 | 0.39 | 0.14 | 1.09 | 0.84 | 0.34 | 0.82 | -0.46 | -0.12 | -0.03 | 0.69 | 0.08 | 0.39 | 0.57 | 0.41 | -0.34 | -0.75 | 0.87 | 0.34 | 0.08 | 1.00 | -0.76 |
| Standard Deviation(%) | NA | 18.24 | 22.01 | 20.50 | 16.07 | NA | NA | … | … | 18.42 | 18.10 | 27.64 | 20.16 | 15.51 | 16.84 | 8.12 | 9.77 | 9.44 | 7.89 | 7.06 | 14.40 | 19.33 | 11.45 | 23.92 | 30.28 | 39.35 | 34.29 | 35.67 | 27.77 | 32.81 | 68.06 | 35.14 | 23.01 | 22.07 | 25.38 | 14.77 | 32.72 | 42.83 | 18.40 | 23.31 | 22.55 |
| Draw Down(%) | NA | 9.60 | 20.77 | 32.92 | 32.92 | NA | NA | … | … | 5.51 | 9.02 | 20.77 | 20.22 | 5.40 | 7.13 | 3.86 | 4.71 | 3.55 | 4.98 | 3.28 | 7.59 | 8.63 | 5.01 | 7.14 | 13.94 | 14.86 | 26.81 | 14.00 | 14.50 | 13.61 | 29.97 | 20.75 | 10.42 | 10.78 | 14.32 | 16.02 | 12.48 | 14.93 | 8.79 | 11.40 | 15.29 |
| Yield(%) | 0.00 | 5.59 | 4.58 | 3.65 | 4.22 | 5.08 | 4.98 | … | … | 4.43 | 6.07 | 5.25 | 4.18 | 3.06 | 4.24 | 4.33 | 4.21 | 4.44 | 4.51 | 4.46 | 4.50 | 4.42 | 4.74 | 5.40 | 5.65 | 7.01 | 5.63 | 5.27 | 5.11 | 6.02 | 6.01 | 6.33 | 6.92 | 7.10 | 6.40 | 5.58 | 6.92 | 7.61 | 7.40 | 2.31 | 0.00 |
Data as of 10/09/2025, Common starting date is 04/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSARP (NSTAR Electric Company PFD 4.25%) |
-8.91%
May 2021 – May 2024 |
-3.32%
Dec 2018 – Dec 2023 |
0.70%
Dec 2013 – Dec 2023 |
3.80%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSARP (NSTAR Electric Company PFD 4.25%) |
24.77%
Aug 1995 – Aug 1998 |
15.35%
Jul 1994 – Jul 1999 |
11.69%
Feb 1995 – Feb 2005 |
10.09%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart