Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLMBP (SLM Corp Pb Pref) | 4.00% | 1.37% | 20.41% | 13.15% | 11.20% | 7.53% | 4.38% | … | … |
Data as of 06/04/2026, Common starting date is 07/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLMBP (SLM Corp Pb Pref) | 07/12/2005 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 1.37 | 20.41 | 13.15 | 11.20 | 7.53 | 4.38 | … | … | 4.00 | 6.97 | 23.41 | 28.94 | 4.38 | 13.99 | 4.51 | -2.21 | -9.19 | 27.41 | 47.54 | -37.92 | 1.83 | 31.63 | 42.38 | -7.97 | -3.39 | 189.34 | -67.62 | -37.72 | 9.29 | 3.49 |
| Sharpe Ratio | NA | 0.35 | 1.49 | 0.70 | 0.39 | NA | NA | … | … | 0.96 | 0.34 | 1.66 | 1.28 | 0.17 | 0.65 | 0.07 | -0.26 | -1.12 | 1.57 | 1.58 | -1.58 | 0.10 | 1.37 | 2.05 | -0.29 | -0.11 | 2.51 | -0.83 | -1.78 | 1.20 | 1.26 |
| Standard Deviation(%) | NA | 10.17 | 12.14 | 15.38 | 25.40 | NA | NA | … | … | 9.57 | 12.19 | 11.90 | 19.88 | 17.81 | 21.56 | 63.14 | 13.92 | 9.47 | 17.09 | 30.04 | 24.00 | 18.27 | 22.99 | 20.89 | 28.00 | 33.05 | 75.47 | 82.01 | 23.03 | 4.90 | 3.88 |
| Draw Down(%) | NA | 8.49 | 10.41 | 19.08 | 63.71 | NA | NA | … | … | 2.72 | 10.41 | 5.77 | 19.08 | 10.49 | 10.62 | 62.68 | 24.24 | 17.66 | 10.21 | 13.25 | 39.79 | 13.99 | 8.22 | 14.06 | 31.95 | 37.71 | 57.92 | 74.63 | 44.91 | 2.60 | 1.79 |
| Yield(%) | 0.00 | 7.69 | 11.35 | 8.92 | 8.49 | 5.99 | 3.36 | … | … | 1.94 | 8.48 | 10.89 | 12.11 | 5.66 | 3.48 | 4.61 | 7.19 | 5.66 | 5.12 | 5.95 | 2.98 | 2.90 | 3.74 | 5.65 | 3.49 | 2.26 | 9.07 | 6.62 | 5.99 | 5.76 | 2.28 |
Data as of 06/04/2026, Common starting date is 07/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLMBP (SLM Corp Pb Pref) |
-46.06%
Feb 2006 – Feb 2009 |
-13.60%
Aug 2005 – Aug 2010 |
-4.08%
Feb 2006 – Feb 2016 |
-2.10%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLMBP (SLM Corp Pb Pref) |
63.44%
Feb 2009 – Feb 2012 |
46.25%
Feb 2009 – Feb 2014 |
23.25%
Feb 2009 – Feb 2019 |
18.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart