Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYS (Pplus Trust Series RRD 1 Pref) | NA | 5.71% | 20.76% | 8.05% | 1.81% | 3.73% | NA | … | … |
Data as of 06/27/2023, Common starting date is 12/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYS (Pplus Trust Series RRD 1 Pref) | 12/27/2007 | 06/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.71 | 20.76 | 8.05 | 1.81 | 3.73 | NA | … | … | 0.00 | 7.67 | 31.02 | -4.56 | 38.16 | -26.37 | -4.48 | -11.67 | 12.78 | 2.46 | -13.49 | 26.10 | -15.75 | 22.76 | 53.42 | -38.78 | 3.16 | -8.39 |
| Sharpe Ratio | NA | 0.14 | 0.71 | 0.20 | 0.04 | NA | NA | … | … | 0.00 | 0.24 | 1.37 | -0.08 | 0.50 | -2.00 | -1.05 | -2.16 | -0.24 | -0.71 | -1.57 | 0.35 | -1.28 | 0.19 | 0.58 | -0.77 | 141.12 | -2.17 |
| Standard Deviation(%) | NA | 16.98 | 27.50 | 34.37 | 29.03 | NA | NA | … | … | NA | 26.56 | 22.56 | 59.03 | 29.57 | 23.97 | 22.64 | 21.10 | 24.11 | 22.71 | 20.37 | 21.75 | 26.81 | 21.59 | 59.75 | 75.61 | 34.90 | 17.19 |
| Draw Down(%) | NA | 9.88 | 16.30 | 48.80 | 55.57 | NA | NA | … | … | 0.00 | 15.58 | 9.26 | 48.80 | 18.58 | 33.92 | 19.31 | 20.02 | 9.64 | 14.39 | 19.08 | 14.42 | 27.47 | 13.95 | 48.90 | 53.80 | 0.00 | 18.00 |
| Yield(%) | 0.00 | 3.71 | 10.01 | 8.38 | 6.81 | 9.86 | 6.44 | … | … | 0.00 | 9.95 | 7.84 | 7.63 | 10.53 | 7.66 | 7.27 | 6.58 | 6.96 | 7.60 | 6.51 | 8.25 | 7.01 | 8.37 | 11.91 | 8.06 | 0.00 | 0.00 |
Data as of 06/27/2023, Common starting date is 12/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYS (Pplus Trust Series RRD 1 Pref) |
-18.58%
Mar 2017 – Mar 2020 |
-11.34%
Mar 2015 – Mar 2020 |
-4.14%
Mar 2010 – Mar 2020 |
1.81%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYS (Pplus Trust Series RRD 1 Pref) |
27.37%
Mar 2020 – Mar 2023 |
16.17%
Mar 2009 – Mar 2014 |
5.05%
Mar 2009 – Mar 2019 |
3.13%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison Chart