Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PCG-PC (Pacific Gas and Electric Company PFD 1ST 5%) NA 3.47% 6.96% -0.03% 2.78% 3.66% 9.31%
Data as of 05/12/2021, Common starting date is 09/25/1972
More Performance Analytics Comparison
Name Start Date End Date
PCG-PC (Pacific Gas and Electric Company PFD 1ST 5%) 09/25/1972 05/12/2021
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 3.47 6.96 -0.03 2.78 3.66 9.31
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.93 1.79 2.65 9.17
Data as of 05/12/2021, Common starting date is 09/25/1972
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCG-PC (Pacific Gas and Electric Company PFD 1ST 5%) -100.00%
Jan 1989 – Jan 1992
-100.00%
Jan 1987 – Jan 1992
-100.00%
Jan 1982 – Jan 1992
-100.00%
Jul 1981 – Jul 1996
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCG-PC (Pacific Gas and Electric Company PFD 1ST 5%) 191,926,779,010,293,753,392,087,706,516,848,640.00%
Jul 1986 – Jul 1989
1,214,178,432,302,311,838,747,183,162,589,184.00%
Jun 1985 – Jun 1990
114,098,156,463,764,800,950,839,017,472.00%
Apr 1981 – Apr 1991
3,971,170,874,495,535,677,440.00%
Dec 1976 – Dec 1991
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return