Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPX (PPL Capital Funding Inc. JR SUB NT-B 73) | NA | 4.36% | 5.84% | 3.48% | NA | NA | NA | … | … |
Data as of 07/19/2021, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPX (PPL Capital Funding Inc. JR SUB NT-B 73) | 03/19/2013 | 07/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 4.36 | 5.84 | 3.48 | NA | NA | NA | … | … | -1.42 | 7.30 | 10.25 | -3.79 | 2.36 | -3.10 | 3.61 | 19.88 | -16.82 |
| Sharpe Ratio | NA | 0.67 | 0.41 | 0.24 | NA | NA | NA | … | … | -0.39 | 0.37 | 1.18 | -0.69 | 0.20 | -0.27 | 0.35 | 1.89 | -1.33 |
| Standard Deviation(%) | NA | 6.34 | 12.52 | 11.40 | NA | NA | NA | … | … | 6.68 | 18.99 | 7.56 | 7.40 | 8.76 | 12.06 | 10.33 | 10.51 | 15.62 |
| Draw Down(%) | NA | 3.51 | 19.48 | 19.48 | NA | NA | NA | … | … | 3.51 | 19.48 | 3.64 | 8.13 | 5.10 | 12.73 | 5.70 | 4.70 | 23.14 |
| Yield(%) | 0.00 | 5.72 | 5.79 | 4.38 | 3.77 | 2.51 | 1.88 | … | … | 2.81 | 5.62 | 6.02 | 5.83 | 2.94 | 2.85 | 1.47 | 6.96 | 3.69 |
Data as of 07/19/2021, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPX (PPL Capital Funding Inc. JR SUB NT-B 73) |
1.85%
Jun 2016 – Jun 2019 |
3.16%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPX (PPL Capital Funding Inc. JR SUB NT-B 73) |
11.72%
Sep 2013 – Sep 2016 |
7.50%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart