Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TANNZ (TravelCenters of America LLC 8% SR NT 2030) | NA | 15.93% | 16.20% | 12.95% | NA | NA | NA | 11.44% |
Data as of 06/06/2023, AR inception is 10/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TANNZ (TravelCenters of America LLC 8% SR NT 2030) | 10/12/2015 | 06/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.93 | 16.20 | 12.95 | NA | NA | NA | 11.44 | 4.36 | 10.74 | 12.91 | -0.08 | 9.58 | -6.88 | -0.34 | 2.10 | -1.56 |
| Sharpe Ratio | NA | 1.31 | 1.42 | 0.29 | NA | NA | NA | 0.28 | 1.05 | 0.92 | 1.52 | 0.00 | 0.94 | -0.60 | -0.04 | 0.13 | -0.63 |
| Standard Deviation(%) | NA | 9.65 | 10.32 | 40.15 | NA | NA | NA | 34.38 | 5.56 | 10.18 | 8.50 | 87.58 | 8.73 | 13.66 | 26.22 | 14.75 | 11.01 |
| Draw Down(%) | NA | 3.04 | 5.72 | 59.36 | NA | NA | NA | 59.36 | 0.71 | 3.94 | 3.47 | 59.36 | 3.19 | 8.02 | 32.99 | 12.62 | 7.16 |
| Yield(%) | 0.00 | 7.66 | 8.38 | 8.31 | 5.84 | 3.89 | 2.92 | 8.34 | 2.00 | 7.73 | 7.93 | 7.86 | 8.62 | 8.10 | 5.99 | 8.15 | 2.24 |
Data as of 06/06/2023, 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 |
|---|---|---|---|---|
| TANNZ (TravelCenters of America LLC 8% SR NT 2030) |
-2.37%
Mar 2017 - Mar 2020 |
8.48%
Feb 2017 - Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TANNZ (TravelCenters of America LLC 8% SR NT 2030) |
25.79%
Mar 2020 - Mar 2023 |
13.21%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart