Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| T-PA (AT&T Inc) | -0.10% | 0.82% | 4.14% | 0.78% | NA | NA | NA | 1.84% |
Data as of 07/15/2025, AR inception is 12/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T-PA (AT&T Inc) | 12/09/2019 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 0.82 | 4.14 | 0.78 | NA | NA | NA | 1.84 | -0.10 | 6.19 | 21.37 | -27.57 | 3.46 | 7.69 | 5.41 |
| Sharpe Ratio | NA | -0.13 | 0.05 | -0.07 | NA | NA | NA | 0.00 | -0.07 | -0.03 | 0.79 | -1.38 | 0.36 | 0.22 | 31.29 |
| Standard Deviation(%) | NA | 12.80 | 18.25 | 16.47 | NA | NA | NA | 20.80 | 12.93 | 14.55 | 21.86 | 21.07 | 9.50 | 33.11 | 4.52 |
| Draw Down(%) | NA | 11.87 | 22.33 | 29.68 | NA | NA | NA | 31.91 | 8.51 | 9.69 | 16.09 | 28.95 | 6.71 | 31.91 | 0.19 |
| Yield(%) | 1.52 | 5.91 | 5.89 | 4.91 | 2.82 | 1.88 | 1.41 | 5.65 | 4.40 | 5.92 | 6.59 | 4.69 | 4.65 | 4.20 | 0.00 |
Data as of 07/15/2025, AR inception is 12/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-PA (AT&T Inc) |
-5.69%
Oct 2020 - Oct 2023 |
0.39%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-PA (AT&T Inc) |
5.31%
Apr 2022 - Apr 2025 |
3.06%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart