Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VZA (Verizon Communications 5.9% 15 Feb 2054) | NA | 0.00% | 0.70% | 1.08% | NA | NA | NA | 3.63% |
Data as of 08/23/2021, AR inception is 02/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VZA (Verizon Communications 5.9% 15 Feb 2054) | 02/27/2014 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.70 | 1.08 | NA | NA | NA | 3.63 | 0.00 | 0.00 | -0.79 | -4.09 | 1.11 | -5.54 | 5.50 | 5.35 |
| Sharpe Ratio | NA | 0.00 | -0.01 | 0.06 | NA | NA | NA | 0.50 | 0.00 | 0.00 | -0.93 | -1.03 | 0.08 | -0.54 | 0.79 | 1.25 |
| Standard Deviation(%) | NA | 1.82 | 2.70 | 5.47 | NA | NA | NA | 5.76 | NA | NA | 6.37 | 5.28 | 6.40 | 10.54 | 6.92 | 5.07 |
| Draw Down(%) | NA | 0.00 | 3.84 | 9.28 | NA | NA | NA | 9.28 | 0.00 | 0.00 | 3.84 | 6.12 | 4.26 | 11.35 | 6.65 | 3.27 |
| Yield(%) | 0.00 | 0.00 | 0.96 | 2.65 | 2.38 | 1.58 | 1.19 | 3.39 | 0.00 | 0.00 | 1.44 | 5.63 | 5.66 | 5.35 | 1.40 | 2.97 |
Data as of 08/23/2021, AR inception is 02/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VZA (Verizon Communications 5.9% 15 Feb 2054) |
0.66%
Nov 2017 - Nov 2020 |
1.52%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VZA (Verizon Communications 5.9% 15 Feb 2054) |
6.31%
Apr 2014 - Apr 2017 |
4.94%
May 2014 - May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart