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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SOJA (The Southern Company JR SUB NT 2015A) NA 0.17% 3.17% 3.35% NA NA NA 3.71%
Data as of 10/19/2020, AR inception is 10/12/2015
More Performance Analytics Comparison
Name Start Date End Date
SOJA (The Southern Company JR SUB NT 2015A) 10/12/2015 10/19/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2020 2019 2018 2017 2016 2015
Annualized Return (%) -1.50 0.17 3.17 3.35 NA NA NA 3.71 -0.71 8.24 -5.48 3.41 -2.94 6.12
Sharpe Ratio NA -0.01 0.24 0.29 NA NA NA 0.33 -0.08 1.31 -0.98 0.42 -0.28 3.46
Standard Deviation(%) NA 12.69 8.73 8.96 NA NA NA 8.95 14.05 5.26 6.92 6.68 11.01 8.82
Draw Down(%) NA 12.05 12.05 12.34 NA NA NA 12.34 12.05 3.07 7.74 3.18 12.34 2.80
Yield(%) 0.00 4.49 5.34 3.97 2.02 1.35 1.01 4.04 4.43 6.06 5.87 1.50 1.57 0.00
Data as of 10/19/2020, AR inception is 10/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOJA (The Southern Company JR SUB NT 2015A) 1.24%
Dec 2015 - Dec 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
SOJA (The Southern Company JR SUB NT 2015A) 5.01%
Nov 2016 - Nov 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart