Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIONL (Zions Bancorporation N.A. – 6.9) | NA | 7.71% | 5.43% | 4.08% | 6.05% | NA | NA | … | … |
Data as of 12/16/2024, Common starting date is 09/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIONL (Zions Bancorporation N.A. – 6.9) | 09/20/2013 | 12/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 7.71 | 5.43 | 4.08 | 6.05 | NA | NA | … | … | 7.97 | 7.78 | 0.38 | 4.08 | -3.87 | 16.16 | -2.73 | 14.66 | 2.75 | 11.68 | 8.80 | 9.04 |
| Sharpe Ratio | NA | 0.25 | 0.08 | 0.08 | 0.25 | NA | NA | … | … | 0.26 | 0.13 | -0.10 | 0.40 | -0.13 | 1.08 | -0.22 | 0.90 | 0.15 | 1.44 | 1.05 | 4.38 |
| Standard Deviation(%) | NA | 5.86 | 17.29 | 20.28 | 17.84 | NA | NA | … | … | 5.93 | 27.61 | 10.28 | 10.12 | 32.26 | 13.68 | 18.76 | 15.67 | 17.17 | 8.06 | 8.39 | 8.33 |
| Draw Down(%) | NA | 3.01 | 25.78 | 29.87 | 29.87 | NA | NA | … | … | 3.01 | 25.27 | 4.17 | 4.80 | 29.87 | 6.44 | 8.06 | 6.13 | 12.54 | 3.05 | 3.48 | 1.84 |
| Yield(%) | 0.00 | 9.40 | 7.44 | 6.48 | 6.69 | 5.29 | 3.97 | … | … | 9.46 | 7.47 | 6.41 | 6.24 | 5.54 | 4.56 | 5.71 | 6.03 | 5.98 | 6.28 | 6.40 | 1.72 |
Data as of 12/16/2024, Common starting date is 09/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONL (Zions Bancorporation N.A. – 6.9) |
0.14%
Dec 2019 – Dec 2022 |
1.16%
May 2018 – May 2023 |
5.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONL (Zions Bancorporation N.A. – 6.9) |
11.41%
Oct 2013 – Oct 2016 |
8.86%
Mar 2014 – Mar 2019 |
6.28%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart