Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBCTP (People’s United Financial Inc) | NA | 1.49% | 6.44% | 5.77% | NA | NA | NA | … | … |
Data as of 04/04/2022, Common starting date is 10/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBCTP (People’s United Financial Inc) | 10/26/2016 | 04/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 1.49 | 6.44 | 5.77 | NA | NA | NA | … | … | -3.86 | 5.86 | 4.68 | 33.79 | -17.17 | 15.41 | -0.86 |
| Sharpe Ratio | NA | 0.16 | 0.19 | 0.20 | NA | NA | NA | … | … | -0.81 | 0.54 | 0.09 | 2.20 | -1.73 | 1.17 | -0.25 |
| Standard Deviation(%) | NA | 11.39 | 31.01 | 25.54 | NA | NA | NA | … | … | 18.03 | 10.77 | 50.93 | 14.73 | 10.71 | 12.73 | 19.84 |
| Draw Down(%) | NA | 10.65 | 46.11 | 46.11 | NA | NA | NA | … | … | 9.18 | 6.47 | 46.11 | 11.16 | 20.46 | 6.92 | 6.64 |
| Yield(%) | 0.00 | 5.05 | 5.41 | 5.33 | 2.87 | 1.91 | 1.43 | … | … | 1.27 | 5.06 | 4.88 | 6.19 | 4.99 | 5.42 | 0.69 |
Data as of 04/04/2022, Common starting date is 10/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCTP (People's United Financial Inc) |
-0.22%
Jun 2017 – Jun 2020 |
5.95%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBCTP (People's United Financial Inc) |
14.03%
Dec 2018 – Dec 2021 |
7.72%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart