Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCE-PK (SCE Trust V PFD SEC) | 0.56% | 11.47% | 9.62% | 5.68% | 5.27% | NA | NA | … | … |
Data as of 03/17/2026, Common starting date is 03/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCE-PK (SCE Trust V PFD SEC) | 03/03/2016 | 03/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 11.47 | 9.62 | 5.68 | 5.27 | NA | NA | … | … | 0.56 | 8.19 | 6.77 | 32.92 | -17.66 | 3.56 | 9.96 | 25.17 | -16.43 | 9.87 | 2.49 |
| Sharpe Ratio | NA | 0.93 | 0.46 | 0.22 | 0.19 | NA | NA | … | … | 0.07 | 0.43 | 0.28 | 1.50 | -1.10 | 0.34 | 0.22 | 1.82 | -1.18 | 0.94 | 0.25 |
| Standard Deviation(%) | NA | 9.37 | 13.72 | 14.50 | 18.94 | NA | NA | … | … | 3.41 | 12.64 | 11.45 | 19.68 | 17.40 | 10.53 | 43.48 | 13.00 | 15.18 | 9.89 | 11.18 |
| Draw Down(%) | NA | 7.46 | 10.92 | 23.88 | 40.83 | NA | NA | … | … | 1.19 | 10.92 | 8.40 | 8.68 | 22.71 | 6.03 | 39.22 | 8.14 | 23.15 | 9.29 | 16.37 |
| Yield(%) | 1.35 | 5.74 | 6.06 | 5.39 | 5.21 | 3.55 | 2.67 | … | … | 1.36 | 5.51 | 5.62 | 6.98 | 5.38 | 5.39 | 5.50 | 6.25 | 5.17 | 5.28 | 4.10 |
Data as of 03/17/2026, Common starting date is 03/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PK (SCE Trust V PFD SEC) |
-6.03%
Mar 2017 – Mar 2020 |
-1.50%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PK (SCE Trust V PFD SEC) |
15.46%
Dec 2022 – Dec 2025 |
9.91%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart