Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBB (AT&T Inc) | -4.17% | 0.10% | 1.04% | 0.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBB (AT&T Inc) | 11/07/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 0.10 | 1.04 | 0.59 | NA | NA | NA | … | … | -4.17 | -3.34 | 10.14 | 14.65 | -12.18 | -0.72 | 8.55 | 26.50 | -10.07 | 2.96 |
| Sharpe Ratio | NA | -0.10 | -0.13 | -0.12 | NA | NA | NA | … | … | -1.25 | -0.64 | 0.61 | 0.71 | -1.23 | -0.11 | 0.53 | 2.95 | -1.50 | 2.64 |
| Standard Deviation(%) | NA | 8.79 | 11.63 | 11.11 | NA | NA | NA | … | … | 7.22 | 9.81 | 10.64 | 15.67 | 11.14 | 6.81 | 15.62 | 8.48 | 7.65 | 8.24 |
| Draw Down(%) | NA | 9.13 | 12.94 | 15.68 | NA | NA | NA | … | … | 6.75 | 8.67 | 7.97 | 13.30 | 14.76 | 5.92 | 16.10 | 5.24 | 11.79 | 1.37 |
| Yield(%) | 0.00 | 6.09 | 5.60 | 5.02 | 4.47 | 2.98 | 2.24 | … | … | 2.96 | 5.48 | 5.64 | 6.11 | 5.15 | 4.88 | 4.94 | 5.83 | 5.13 | 0.00 |
Data as of 06/04/2026, Common starting date 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 |
1.21%
May 2021 – May 2026 |
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