Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBI-PB (Pitney Bowes Inc. NT 43) | 5.49% | 17.72% | 18.04% | 4.72% | 5.25% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBI-PB (Pitney Bowes Inc. NT 43) | 03/15/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 17.72 | 18.04 | 4.72 | 5.25 | NA | NA | … | … | 5.49 | 19.08 | 21.54 | 12.09 | -29.33 | 25.29 | 28.62 | -15.92 | 3.25 | 1.96 | 1.08 | 7.67 | 16.19 | 2.49 |
| Sharpe Ratio | NA | 0.83 | 0.77 | 0.09 | 0.13 | NA | NA | … | … | 0.98 | 0.81 | 0.63 | 0.22 | -1.08 | 2.21 | 0.48 | -0.91 | 0.12 | 0.12 | 0.08 | 0.77 | 1.76 | 0.30 |
| Standard Deviation(%) | NA | 15.77 | 24.70 | 26.66 | 28.23 | NA | NA | … | … | 12.78 | 20.19 | 28.51 | 37.85 | 28.57 | 11.46 | 59.41 | 19.03 | 15.17 | 11.24 | 11.13 | 9.86 | 9.20 | 10.21 |
| Draw Down(%) | NA | 9.95 | 18.20 | 42.79 | 63.18 | NA | NA | … | … | 7.09 | 17.20 | 18.20 | 34.80 | 35.01 | 6.02 | 61.52 | 20.32 | 15.13 | 16.48 | 6.76 | 5.81 | 3.93 | 6.03 |
| Yield(%) | 0.00 | 8.79 | 10.28 | 6.71 | 6.14 | 5.90 | 4.43 | … | … | 4.05 | 8.80 | 10.02 | 10.04 | 6.67 | 7.62 | 8.93 | 7.13 | 6.94 | 6.57 | 6.17 | 6.20 | 6.87 | 5.02 |
Data as of 06/05/2026, Common starting date is 03/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBI-PB (Pitney Bowes Inc. NT 43) |
-24.59%
Mar 2017 – Mar 2020 |
-13.73%
Mar 2015 – Mar 2020 |
1.80%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBI-PB (Pitney Bowes Inc. NT 43) |
30.21%
Mar 2020 – Mar 2023 |
26.44%
Mar 2020 – Mar 2025 |
5.64%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart