Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XTYCX (Tri-Continental Corp) | 6.99% | 9.52% | 10.71% | 3.28% | 8.86% | 9.61% | 6.95% | … | … |
Data as of 06/05/2026, Common starting date is 11/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTYCX (Tri-Continental Corp) | 11/16/1998 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 9.52 | 10.71 | 3.28 | 8.86 | 9.61 | 6.95 | … | … | 6.99 | 2.45 | 11.01 | 17.84 | -17.03 | 13.82 | 11.21 | 24.86 | -5.34 | 20.13 | 14.47 | -1.93 | 10.53 | 27.12 | 15.60 | 6.86 | 18.23 | 23.72 | -44.30 | -1.35 | 17.27 | 2.45 | 13.11 | 25.54 | -26.44 | -14.78 | -10.61 | -3.84 | -0.87 |
| Sharpe Ratio | NA | 0.77 | 0.66 | 0.08 | 0.49 | NA | NA | … | … | 1.89 | -0.03 | 0.64 | 1.27 | -0.96 | 0.93 | 0.38 | 2.28 | -0.52 | 3.41 | 1.28 | -0.16 | 1.15 | 3.00 | 1.51 | 0.29 | 0.95 | 0.83 | -1.03 | -0.27 | 1.27 | 0.02 | 1.07 | 1.42 | -1.12 | -0.83 | -0.73 | -0.38 | -0.37 |
| Standard Deviation(%) | NA | 11.79 | 12.78 | 14.78 | 15.29 | NA | NA | … | … | 10.31 | 15.88 | 11.53 | 11.28 | 19.39 | 14.89 | 28.77 | 10.24 | 12.87 | 5.73 | 11.15 | 12.07 | 9.17 | 9.03 | 10.36 | 23.21 | 19.09 | 28.43 | 43.83 | 16.61 | 10.92 | 9.78 | 11.29 | 17.48 | 24.65 | 21.19 | 20.27 | 19.09 | 27.57 |
| Draw Down(%) | NA | 10.50 | 21.00 | 26.29 | 33.36 | NA | NA | … | … | 6.91 | 15.99 | 9.89 | 9.42 | 21.08 | 10.16 | 33.36 | 6.00 | 16.82 | 2.26 | 10.26 | 11.07 | 7.56 | 5.64 | 9.10 | 17.79 | 16.33 | 29.26 | 54.63 | 14.12 | 8.77 | 6.58 | 7.40 | 14.01 | 34.72 | 27.07 | 17.64 | 14.72 | 11.62 |
| Yield(%) | 0.00 | 0.00 | 2.03 | 2.36 | 4.72 | 5.89 | 4.43 | … | … | 0.00 | 0.00 | 2.27 | 5.07 | 3.81 | 3.50 | 3.33 | 7.29 | 6.37 | 4.47 | 3.92 | 3.27 | 3.28 | 3.54 | 3.53 | 1.71 | 1.78 | 1.66 | 9.32 | 9.52 | 1.25 | 1.11 | 1.18 | 1.05 | 1.19 | 1.51 | 11.21 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTYCX (Tri-Continental Corp) |
-20.82%
Feb 2006 – Feb 2009 |
-10.59%
Feb 2004 – Feb 2009 |
-8.67%
Feb 1999 – Feb 2009 |
0.70%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTYCX (Tri-Continental Corp) |
29.29%
Feb 2009 – Feb 2012 |
23.90%
Feb 2009 – Feb 2014 |
16.36%
Feb 2009 – Feb 2019 |
13.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart