Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TY-P (Tri-Continental Corporation PFD $2.50) | -0.51% | 2.64% | 1.01% | -0.80% | 2.93% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TY-P (Tri-Continental Corporation PFD $2.50) | 06/19/2012 | 06/17/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.41 | 2.64 | 1.01 | -0.80 | 2.93 | NA | NA | … | … | -0.51 | 3.69 | 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 | -0.29 | -0.28 | -0.27 | 0.08 | NA | NA | … | … | -1.10 | 0.07 | -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 | 9.58 | 11.77 | 12.68 | 11.89 | NA | NA | … | … | 7.94 | 11.02 | 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 | 6.02 | 13.28 | 23.31 | 23.31 | NA | NA | … | … | 5.76 | 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(%) | 1.49 | 5.72 | 5.15 | 4.35 | 4.77 | 4.65 | 3.48 | … | … | 2.84 | 5.45 | 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 06/17/2026, Common starting date 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 |
-0.69%
Jul 2020 – Jul 2025 |
3.06%
May 2016 – May 2026 |
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