Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPWLM (PacifiCorp) | NA | 78.29% | 6.39% | 3.03% | 9.08% | NA | NA | … | … |
Data as of 02/07/2025, Common starting date is 10/31/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPWLM (PacifiCorp) | 10/31/2012 | 02/07/2025 |
| 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 (%) | -99.98 | 78.29 | 6.39 | 3.03 | 9.08 | NA | NA | … | … | 9.03 | -99.98 | 2.77 | 0.00 | 1.14 | 672,993.64 | 29.57 | -8.41 | 8.54 | 9.18 | 23.69 | 7.45 | 5.23 | -2.93 |
| Sharpe Ratio | NA | 0.01 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.01 | -0.01 | 0.00 | 0.00 | 0.00 | 80.52 | 1.03 | -0.17 | 0.19 | 0.45 | 1.35 | 0.53 | 0.33 | -0.89 |
| Standard Deviation(%) | NA | 9,227.34 | 9,202.10 | 9,033.61 | 6,394.00 | NA | NA | … | … | 8,723.90 | 9,216.87 | 9,292.96 | 9,357.29 | 9,185.54 | 8,071.93 | 27.26 | 59.18 | 41.75 | 20.09 | 17.57 | 14.12 | 15.81 | 18.76 |
| Draw Down(%) | NA | 99.99 | 99.99 | 99.99 | 99.99 | NA | NA | … | … | 99.98 | 99.99 | 99.99 | 99.99 | 99.99 | 99.99 | 9.35 | 31.74 | 21.28 | 9.83 | 2.84 | 8.53 | 10.68 | 6.45 |
| Yield(%) | 0.00 | 6.36 | 4.12 | 3.80 | 6.03 | 4.78 | 3.59 | … | … | 0.00 | 5.91 | 0.00 | 0.00 | 0.00 | 4.52 | 5.56 | 4.83 | 5.00 | 5.19 | 6.03 | 6.10 | 6.03 | 0.00 |
Data as of 02/07/2025, Common starting date is 10/31/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPWLM (PacifiCorp) |
-95.23%
Jun 2021 – Jun 2024 |
-2.02%
Jun 2019 – Jun 2024 |
2.93%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPWLM (PacifiCorp) |
1,966.21%
Dec 2018 – Dec 2021 |
546.29%
Oct 2015 – Oct 2020 |
160.31%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart