Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIONO (Zions Bancorporation National Association) | NA | 8.03% | 6.65% | 5.24% | 6.45% | NA | NA | … | … |
Data as of 12/24/2024, Common starting date is 02/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIONO (Zions Bancorporation National Association) | 02/05/2013 | 12/24/2024 |
| 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 (%) | 0.00 | 8.03 | 6.65 | 5.24 | 6.45 | NA | NA | … | … | 9.10 | 8.99 | 1.61 | 4.30 | 1.94 | 17.81 | -1.74 | 7.56 | 8.06 | 7.07 | 18.27 | -3.24 |
| Sharpe Ratio | NA | 0.13 | 0.11 | 0.10 | 0.23 | NA | NA | … | … | 0.25 | 0.14 | 0.02 | 0.31 | 0.04 | 1.34 | -0.43 | 0.66 | 0.40 | 0.70 | 2.22 | -0.30 |
| Standard Deviation(%) | NA | 10.26 | 21.89 | 27.72 | 21.53 | NA | NA | … | … | 10.30 | 35.19 | 10.19 | 13.70 | 47.04 | 12.24 | 7.18 | 10.52 | 19.62 | 10.03 | 8.22 | 12.17 |
| Draw Down(%) | NA | 7.54 | 31.31 | 34.61 | 34.61 | NA | NA | … | … | 7.54 | 31.31 | 4.17 | 9.47 | 33.00 | 6.68 | 8.45 | 7.89 | 19.25 | 4.95 | 3.73 | 13.73 |
| Yield(%) | 0.00 | 9.73 | 7.91 | 6.76 | 6.70 | 5.29 | 3.97 | … | … | 9.79 | 8.74 | 5.92 | 5.87 | 5.55 | 6.12 | 5.73 | 5.70 | 5.96 | 6.06 | 6.70 | 5.29 |
Data as of 12/24/2024, Common starting date is 02/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONO (Zions Bancorporation National Association) |
0.47%
Mar 2017 – Mar 2020 |
2.72%
Aug 2016 – Aug 2021 |
4.78%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONO (Zions Bancorporation National Association) |
15.93%
Oct 2013 – Oct 2016 |
9.54%
Jan 2014 – Jan 2019 |
7.21%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart