Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UZC (United States Cellular Corporation SR NT 64) | NA | 7.97% | 5.70% | 6.84% | NA | NA | NA | … | … |
Data as of 06/15/2021, Common starting date is 11/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UZC (United States Cellular Corporation SR NT 64) | 11/24/2015 | 06/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 7.97 | 5.70 | 6.84 | NA | NA | NA | … | … | 2.80 | -3.07 | 10.24 | -8.80 | 1.21 | 1.99 | 0.68 | 119.59 | -40.99 | 0.00 | 0.00 | 142.16 |
| Sharpe Ratio | NA | 1.57 | 0.15 | 0.23 | -0.40 | NA | NA | … | … | 1.61 | -0.06 | -1.28 | -2.71 | -2.20 | -3.45 | -4.54 | 1.29 | NA | 0.00 | 0.00 | 0.06 |
| Standard Deviation(%) | NA | 5.04 | 33.28 | 26.43 | 42.62 | NA | NA | … | … | 3.94 | 56.13 | 10.13 | 11.19 | 8.24 | 9.29 | 10.23 | 74.05 | 0.00 | NA | NA | 379.41 |
| Draw Down(%) | NA | 1.63 | 44.11 | 44.11 | 60.05 | NA | NA | … | … | 0.86 | 45.07 | 5.87 | 13.79 | 7.10 | 10.96 | 3.86 | 14.62 | 40.99 | 0.00 | 0.00 | 1.24 |
| Yield(%) | 0.00 | 7.26 | 6.92 | 7.10 | 4.00 | 2.67 | 2.00 | … | … | 3.56 | 6.88 | 7.54 | 7.02 | 7.02 | 7.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2021, Common starting date is 11/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZC (United States Cellular Corporation SR NT 64) |
0.62%
Mar 2017 – Mar 2020 |
6.66%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZC (United States Cellular Corporation SR NT 64) |
9.06%
Nov 2016 – Nov 2019 |
7.59%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart