Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOJB (The Southern Company JR SUB NT 76) | NA | 0.68% | 9.56% | 4.80% | NA | NA | NA | … | … |
Data as of 10/15/2021, Common starting date is 09/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOJB (The Southern Company JR SUB NT 76) | 09/23/2016 | 10/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 0.68 | 9.56 | 4.80 | NA | NA | NA | … | … | -6.78 | 4.66 | 25.59 | -15.14 | 17.78 | -13.21 |
| Sharpe Ratio | NA | -0.63 | 0.45 | 0.22 | NA | NA | NA | … | … | -1.22 | 0.19 | 2.81 | -1.83 | 2.23 | -1.96 |
| Standard Deviation(%) | NA | 6.90 | 14.72 | 13.23 | NA | NA | NA | … | … | 6.97 | 22.64 | 8.68 | 9.00 | 7.73 | 20.74 |
| Draw Down(%) | NA | 7.40 | 23.68 | 23.68 | NA | NA | NA | … | … | 6.89 | 23.68 | 5.73 | 16.26 | 3.27 | 15.18 |
| Yield(%) | 0.00 | 5.04 | 5.91 | 4.75 | 2.37 | 1.58 | 1.19 | … | … | 3.72 | 4.95 | 5.88 | 5.24 | 2.95 | 1.54 |
Data as of 10/15/2021, Common starting date is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOJB (The Southern Company JR SUB NT 76) |
5.46%
Jun 2017 – Jun 2020 |
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 |
|---|---|---|---|---|
| SOJB (The Southern Company JR SUB NT 76) |
11.23%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart