Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPAL (Peoples Trust Company of St. Albans) | NA | -16.77% | 0.87% | 6.32% | 7.65% | 1.41% | NA | … | … |
Data as of 08/15/2022, Common starting date is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPAL (Peoples Trust Company of St. Albans) | 05/17/2007 | 08/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.77 | 0.87 | 6.32 | 7.65 | 1.41 | NA | … | … | -4.89 | -15.22 | 26.13 | 0.78 | 13.55 | 31.08 | 23.33 | 3.45 | 8.29 | -8.13 | 26.74 | -34.29 | 0.00 | -1.41 | -22.83 | -4.37 |
| Sharpe Ratio | NA | -1.15 | 0.01 | 0.09 | 0.14 | NA | NA | … | … | -0.66 | -0.20 | 0.24 | -0.02 | 0.63 | 0.77 | 1.02 | 0.07 | 0.32 | -0.23 | 0.54 | -0.88 | 0.00 | -1.02 | -1.30 | -0.51 |
| Standard Deviation(%) | NA | 15.01 | 80.96 | 63.99 | 51.79 | NA | NA | … | … | 11.76 | 80.91 | 107.21 | 35.51 | 19.47 | 39.50 | 22.61 | 48.62 | 25.83 | 34.74 | 50.19 | 39.21 | 40.05 | 1.47 | 18.23 | 18.91 |
| Draw Down(%) | NA | 19.08 | 52.42 | 52.42 | 52.42 | NA | NA | … | … | 7.97 | 43.46 | 52.42 | 20.71 | 8.22 | 18.34 | 12.50 | 28.10 | 17.49 | 13.61 | 20.91 | 38.89 | 28.57 | 1.41 | 22.83 | 15.26 |
| Yield(%) | 0.00 | 1.07 | 1.56 | 2.00 | 2.51 | 0.99 | 0.70 | … | … | 0.82 | 1.03 | 1.73 | 1.53 | 1.57 | 1.76 | 2.03 | 2.10 | 2.02 | 1.65 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/15/2022, Common starting date is 05/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPAL (Peoples Trust Company of St. Albans) |
-15.41%
Nov 2008 – Nov 2011 |
-11.05%
Jun 2007 – Jun 2012 |
-1.84%
Jun 2007 – Jun 2017 |
1.02%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPAL (Peoples Trust Company of St. Albans) |
27.42%
Feb 2016 – Feb 2019 |
29.34%
Feb 2016 – Feb 2021 |
11.61%
Feb 2011 – Feb 2021 |
1.41%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison Chart