Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TBC (AT&T Inc ELKS) | NA | 12.25% | 3.38% | 3.98% | NA | NA | NA | 5.93% |
Data as of 12/12/2024, AR inception is 08/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBC (AT&T Inc ELKS) | 08/08/2018 | 12/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 12.25 | 3.38 | 3.98 | NA | NA | NA | 5.93 | 6.59 | 15.79 | -11.63 | 1.60 | 7.47 | 25.41 | -5.43 |
| Sharpe Ratio | NA | 0.56 | -0.05 | 0.12 | NA | NA | NA | 0.29 | 0.02 | 0.75 | -1.06 | 0.21 | 0.44 | 3.27 | -1.91 |
| Standard Deviation(%) | NA | 9.99 | 12.63 | 12.72 | NA | NA | NA | 11.81 | 9.56 | 15.47 | 12.30 | 7.51 | 16.52 | 7.34 | 7.71 |
| Draw Down(%) | NA | 6.36 | 14.39 | 17.20 | NA | NA | NA | 17.20 | 6.36 | 12.45 | 14.39 | 6.08 | 17.20 | 5.16 | 8.97 |
| Yield(%) | 0.00 | 5.97 | 5.24 | 5.21 | 3.53 | 2.35 | 1.76 | 5.88 | 5.68 | 6.12 | 5.20 | 5.06 | 5.08 | 5.94 | 1.41 |
Data as of 12/12/2024, AR inception is 08/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBC (AT&T Inc ELKS) |
-1.61%
Oct 2019 - Oct 2022 |
2.62%
Jul 2019 - Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBC (AT&T Inc ELKS) |
11.05%
Dec 2018 - Dec 2021 |
6.98%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart