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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
TBB (AT&T Inc) -2.88% 6.57% 2.87% 2.35% NA NA NA 4.49%
Data as of 07/24/2025, AR inception is 11/07/2017
More Performance Analytics Comparison
Name Start Date End Date
TBB (AT&T Inc) 11/07/2017 07/24/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) -1.76 6.57 2.87 2.35 NA NA NA 4.49 -2.88 10.14 14.65 -12.18 -0.72 8.55 26.50 -10.07 2.96
Sharpe Ratio NA 0.16 -0.01 0.04 NA NA NA 0.21 -0.82 0.33 0.67 -1.22 -0.11 0.53 2.96 -1.49 2.64
Standard Deviation(%) NA 9.53 13.07 10.99 NA NA NA 11.23 10.12 10.64 15.67 11.14 6.81 15.62 8.48 7.65 8.24
Draw Down(%) NA 8.67 14.76 15.68 NA NA NA 16.10 8.67 7.97 13.30 14.76 5.92 16.10 5.24 11.79 1.37
Yield(%) 1.47 5.93 5.40 5.02 4.08 2.72 2.04 5.82 4.11 5.64 6.11 5.15 4.88 4.94 5.83 5.13 0.00
Data as of 07/24/2025, AR inception is 11/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TBB (AT&T Inc) -2.40%
Oct 2019 - Oct 2022
1.49%
Dec 2017 - Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TBB (AT&T Inc) 10.88%
Dec 2018 - Dec 2021
6.54%
Dec 2018 - Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart