Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WELPM (Wisconsin Electric Power Company PFD 6%) | 3.93% | 2.65% | 2.73% | -1.08% | 2.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WELPM (Wisconsin Electric Power Company PFD 6%) | 09/26/2012 | 06/03/2026 |
| 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 (%) | 1.17 | 2.65 | 2.73 | -1.08 | 2.69 | NA | NA | … | … | 3.93 | -6.13 | 15.38 | -1.27 | -17.59 | -7.61 | 28.83 | 18.83 | -18.14 | 11.61 | 32.11 | 5.01 | 9.83 | 6.36 | -0.68 |
| Sharpe Ratio | NA | -0.03 | -0.03 | -0.12 | 0.03 | NA | NA | … | … | 0.11 | -0.30 | 0.44 | -0.21 | -0.46 | -0.33 | 0.84 | 0.88 | -1.06 | 0.43 | 1.11 | 0.19 | 0.77 | 0.20 | -0.13 |
| Standard Deviation(%) | NA | 32.34 | 28.62 | 30.79 | 27.27 | NA | NA | … | … | 38.01 | 29.69 | 28.97 | 23.17 | 35.75 | 27.58 | 33.92 | 19.66 | 18.57 | 25.56 | 28.75 | 26.35 | 12.78 | 31.05 | 20.56 |
| Draw Down(%) | NA | 13.84 | 13.84 | 32.43 | 35.55 | NA | NA | … | … | 11.87 | 13.84 | 8.57 | 17.86 | 28.56 | 13.06 | 21.97 | 8.80 | 22.44 | 16.62 | 9.73 | 15.04 | 7.27 | 23.41 | 7.82 |
| Yield(%) | 0.00 | 5.44 | 4.01 | 3.43 | 4.27 | 4.81 | 3.61 | … | … | 2.83 | 2.65 | 4.29 | 5.34 | 4.19 | 2.81 | 4.62 | 5.22 | 4.07 | 6.15 | 5.41 | 5.40 | 5.61 | 5.66 | 1.39 |
Data as of 06/03/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELPM (Wisconsin Electric Power Company PFD 6%) |
-11.33%
Jan 2021 – Jan 2024 |
-3.43%
Feb 2021 – Feb 2026 |
2.42%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELPM (Wisconsin Electric Power Company PFD 6%) |
16.87%
Aug 2018 – Aug 2021 |
13.06%
Dec 2015 – Dec 2020 |
5.70%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart