Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCGU (PG&E Corp) | NA | 37.50% | 23.34% | NA | NA | NA | NA | … | … |
Data as of 08/15/2023, Common starting date is 06/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCGU (PG&E Corp) | 06/29/2020 | 08/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.69 | 37.50 | 23.34 | NA | NA | NA | NA | … | … | 5.42 | 38.90 | 1.04 | 30.16 |
| Sharpe Ratio | NA | 1.38 | 0.79 | NA | NA | NA | NA | … | … | 0.21 | 1.25 | 0.04 | 2.42 |
| Standard Deviation(%) | NA | 24.57 | 27.42 | NA | NA | NA | NA | … | … | 21.87 | 30.07 | 26.99 | 28.93 |
| Draw Down(%) | NA | 9.56 | 29.34 | NA | NA | NA | NA | … | … | 9.56 | 20.25 | 27.29 | 10.00 |
| Yield(%) | 0.91 | 4.83 | 5.67 | 3.61 | 1.81 | 1.20 | 0.90 | … | … | 2.97 | 4.77 | 4.53 | 2.17 |
Data as of 08/15/2023, Common starting date is 06/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGU (PG&E Corp) |
24.19%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGU (PG&E Corp) |
24.19%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart