Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PNMXO (Public Service Company of New Mexico PFD 4.58%) | NA | -0.24% | -2.93% | -0.57% | 2.59% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PNMXO (Public Service Company of New Mexico PFD 4.58%) | 06/19/2012 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.24 | -2.93 | -0.57 | 2.59 | NA | NA | … | … | 8.90 | -7.83 | 3.28 | -9.83 | 1.92 | 5.92 | 3.32 | 6.37 | 4.83 | 11.29 | 1.49 | 7.04 | 4.33 | 8.79 |
| Sharpe Ratio | NA | -0.25 | -0.29 | -0.14 | 0.04 | NA | NA | … | … | 0.71 | -0.50 | -0.01 | -0.45 | 0.27 | 0.82 | 0.04 | 0.44 | 0.45 | 1.30 | 0.10 | 0.61 | 0.58 | 1.12 |
| Standard Deviation(%) | NA | 12.98 | 21.90 | 20.09 | 20.77 | NA | NA | … | … | 13.10 | 23.12 | 25.22 | 25.26 | 6.93 | 6.88 | 43.94 | 11.42 | 9.38 | 8.53 | 14.43 | 11.53 | 7.43 | 15.41 |
| Draw Down(%) | NA | 11.10 | 23.14 | 23.14 | 35.93 | NA | NA | … | … | 4.58 | 12.94 | 18.52 | 16.51 | 2.95 | 3.71 | 28.42 | 7.31 | 5.83 | 3.59 | 5.09 | 5.40 | 3.73 | 7.40 |
| Yield(%) | 0.00 | 5.44 | 4.16 | 4.01 | 4.49 | 4.25 | 3.19 | … | … | 3.05 | 4.04 | 5.28 | 4.54 | 3.36 | 4.53 | 4.49 | 4.56 | 4.57 | 4.85 | 4.69 | 4.79 | 4.77 | 3.75 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNMXO (Public Service Company of New Mexico PFD 4.58%) |
-9.12%
Jul 2019 – Jul 2022 |
-7.38%
Jun 2019 – Jun 2024 |
1.78%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PNMXO (Public Service Company of New Mexico PFD 4.58%) |
17.10%
Jun 2016 – Jun 2019 |
13.09%
Jul 2014 – Jul 2019 |
4.97%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart