Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TY-P (Tri-Continental Corporation PFD $2.50) | 2.14% | 1.99% | 1.60% | 0.01% | 3.86% | NA | NA | 4.13% |
Data as of 07/18/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TY-P (Tri-Continental Corporation PFD $2.50) | 06/19/2012 | 07/18/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 1.99 | 1.60 | 0.01 | 3.86 | NA | NA | 4.13 | 2.14 | 2.59 | 5.50 | -16.35 | 5.89 | 8.74 | 9.46 | 9.30 | 9.15 | 1.57 | 11.89 | 11.47 | -6.26 | 2.49 |
| Sharpe Ratio | NA | -0.33 | -0.21 | -0.19 | 0.20 | NA | NA | 0.23 | -0.18 | -0.09 | 0.12 | -1.28 | 0.53 | 0.76 | 0.77 | 0.68 | 0.76 | 0.11 | 0.92 | 0.90 | -0.39 | 0.37 |
| Standard Deviation(%) | NA | 11.81 | 13.34 | 12.57 | 12.00 | NA | NA | 12.59 | 11.60 | 11.03 | 15.91 | 13.94 | 11.16 | 11.17 | 10.38 | 11.67 | 11.27 | 11.81 | 12.94 | 12.71 | 16.13 | 12.82 |
| Draw Down(%) | NA | 8.52 | 13.28 | 23.31 | 23.31 | NA | NA | 23.31 | 4.29 | 7.64 | 13.28 | 21.55 | 4.97 | 4.52 | 4.15 | 5.19 | 4.93 | 9.94 | 6.38 | 4.76 | 14.34 | 3.46 |
| Yield(%) | 0.00 | 5.43 | 5.02 | 4.38 | 5.02 | 4.31 | 3.24 | 4.98 | 2.73 | 5.39 | 5.34 | 4.28 | 4.38 | 4.55 | 4.61 | 4.87 | 5.11 | 4.87 | 5.17 | 5.57 | 4.93 | 2.48 |
Data as of 07/18/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TY-P (Tri-Continental Corporation PFD $2.50) |
-4.67%
Oct 2020 - Oct 2023 |
0.15%
Jun 2020 - Jun 2025 |
3.65%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TY-P (Tri-Continental Corporation PFD $2.50) |
11.50%
Aug 2013 - Aug 2016 |
8.77%
Jan 2014 - Jan 2019 |
5.76%
Aug 2013 - Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart