Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIONN (Zions Bancorporation National Association) | NA | -34.06% | -9.78% | -4.12% | NA | NA | NA | … | … |
Data as of 06/21/2021, Common starting date is 05/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIONN (Zions Bancorporation National Association) | 05/02/2013 | 06/21/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -37.60 | -34.06 | -9.78 | -4.12 | NA | NA | NA | … | … | -38.98 | 2.02 | 5.96 | -5.88 | 7.48 | -3.30 | 2.30 | 23.97 | -20.38 |
| Sharpe Ratio | NA | -0.72 | -0.30 | -0.18 | NA | NA | NA | … | … | -0.94 | 0.05 | 0.61 | -0.87 | 1.04 | -0.27 | 0.24 | 2.89 | -2.18 |
| Standard Deviation(%) | NA | 48.16 | 34.79 | 27.63 | NA | NA | NA | … | … | 69.97 | 35.44 | 7.43 | 8.26 | 6.60 | 12.81 | 9.66 | 8.29 | 13.32 |
| Draw Down(%) | NA | 40.08 | 40.08 | 40.08 | NA | NA | NA | … | … | 40.08 | 31.22 | 5.16 | 11.53 | 2.08 | 11.02 | 7.58 | 4.52 | 21.72 |
| Yield(%) | 0.00 | 5.76 | 5.72 | 5.64 | 4.75 | 3.16 | 2.37 | … | … | 2.77 | 5.59 | 5.91 | 5.70 | 5.94 | 5.72 | 5.88 | 7.21 | 3.61 |
Data as of 06/21/2021, Common starting date is 05/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONN (Zions Bancorporation National Association) |
2.41%
Mar 2017 – Mar 2020 |
4.07%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONN (Zions Bancorporation National Association) |
13.57%
Dec 2013 – Dec 2016 |
10.74%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart