Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPWLO (PacifiCorp) | NA | -99.98% | -94.82% | -82.78% | -56.68% | NA | NA | … | … |
Data as of 02/07/2025, Common starting date is 04/14/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPWLO (PacifiCorp) | 04/14/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -99.99 | -99.98 | -94.82 | -82.78 | -56.68 | NA | NA | … | … | -99.99 | 61.69 | -8.00 | -19.72 | 10.75 | 20.08 | 31.70 | -21.42 | 22.82 | 5.54 | 11.30 | 7.46 | 10.25 | 14.33 | 7.67 | 1.61 |
| Sharpe Ratio | NA | -0.06 | -0.10 | -0.11 | -0.11 | NA | NA | … | … | -0.02 | 0.32 | -0.12 | -0.31 | 0.20 | 0.48 | 0.15 | -0.31 | 0.47 | 1.99 | 1.96 | 1.07 | 2.11 | 1.84 | 0.71 | 0.43 |
| Standard Deviation(%) | NA | 1,773.08 | 947.90 | 748.56 | 519.24 | NA | NA | … | … | 5,046.88 | 183.33 | 98.61 | 68.26 | 55.35 | 41.14 | 200.00 | 73.42 | 47.84 | 2.68 | 5.75 | 6.96 | 4.84 | 7.83 | 10.69 | 4.96 |
| Draw Down(%) | NA | 99.99 | 99.99 | 99.99 | 100.00 | NA | NA | … | … | 99.99 | 53.16 | 47.99 | 30.84 | 20.24 | 23.43 | 74.45 | 42.17 | 32.00 | 0.00 | 0.00 | 2.86 | 0.00 | 0.00 | 5.05 | 3.13 |
| Yield(%) | 0.98 | 4.95 | 4.33 | 4.29 | 5.35 | 6.04 | 4.53 | … | … | 0.98 | 4.50 | 5.22 | 4.14 | 3.21 | 4.81 | 6.17 | 4.60 | 5.36 | 5.36 | 5.63 | 5.71 | 5.94 | 6.38 | 6.45 | 4.69 |
Data as of 02/07/2025, Common starting date is 04/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPWLO (PacifiCorp) |
-13.73%
Jan 2021 – Jan 2024 |
-5.98%
Jul 2019 – Jul 2024 |
3.67%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPWLO (PacifiCorp) |
21.02%
Jul 2016 – Jul 2019 |
15.71%
Jul 2014 – Jul 2019 |
11.60%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart