Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCE-PL (SCE Trust VI 5% TR PREF SECS) 0.27% 10.55% 1.82% -1.10% NA NA NA
Data as of 06/04/2026, Common starting date is 03/27/2018
More Performance Analytics Comparison
Name Start Date End Date
SCE-PL (SCE Trust VI 5% TR PREF SECS) 03/27/2018 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -1.77 10.55 1.82 -1.10 NA NA NA 0.27 -0.85 -0.80 25.41 -26.42 14.32
Sharpe Ratio NA 0.67 -0.03 -0.22 NA NA NA 0.08 -0.22 -0.33 1.22 -1.54 0.29
Standard Deviation(%) NA 12.04 15.18 15.39 NA NA NA 11.90 16.74 13.29 18.07 18.20 11.24
Draw Down(%) NA 9.85 21.06 29.90 NA NA NA 8.58 17.89 10.81 16.19 29.90 1.99
Yield(%) 0.00 7.49 6.30 5.02 2.88 1.92 1.44 1.77 6.41 6.16 7.19 4.98 3.77
Data as of 06/04/2026, Common starting date is 03/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCE-PL (SCE Trust VI 5% TR PREF SECS) -5.69%
Jan 2022 – Jan 2025
-0.92%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCE-PL (SCE Trust VI 5% TR PREF SECS) 6.84%
Dec 2022 – Dec 2025
1.72%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return