Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PW-PA (Power REIT PFD SER A 7.75%) | NA | 0.00% | 1.66% | 2.60% | NA | NA | NA | … | … |
Data as of 06/25/2021, Common starting date is 03/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PW-PA (Power REIT PFD SER A 7.75%) | 03/25/2014 | 06/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.66 | 2.60 | NA | NA | NA | … | … | 3.78 | 3.08 | 1.63 | 1.20 | -1.62 | 1.24 |
| Sharpe Ratio | NA | 0.09 | 0.04 | 0.13 | NA | NA | NA | … | … | NA | 0.25 | 0.08 | 0.05 | -0.03 | 0.15 |
| Standard Deviation(%) | NA | 0.00 | 20.08 | 15.41 | NA | NA | NA | … | … | 0.00 | 16.05 | 12.99 | 20.11 | 50.69 | 16.57 |
| Draw Down(%) | NA | 0.00 | 3.26 | 4.90 | NA | NA | NA | … | … | 0.00 | 4.64 | 4.90 | 6.40 | 8.63 | 5.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.48 | 1.54 | 1.02 | 0.77 | … | … | 0.00 | 1.81 | 3.81 | 3.85 | 1.81 | 3.84 |
Data as of 06/25/2021, Common starting date is 03/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PW-PA (Power REIT PFD SER A 7.75%) |
3.54%
Jul 2015 – Jul 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PW-PA (Power REIT PFD SER A 7.75%) |
6.19%
Jan 2015 – Jan 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart