Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIONP (Zions Bancorporation National Association) | -1.60% | -13.43% | 8.07% | 0.42% | 3.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIONP (Zions Bancorporation National Association) | 06/19/2012 | 06/04/2026 |
| 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 (%) | -0.73 | -13.43 | 8.07 | 0.42 | 3.13 | NA | NA | … | … | -1.60 | -12.39 | 28.45 | 20.74 | -25.50 | 4.85 | 5.09 | 18.89 | -6.29 | 8.69 | 10.41 | 7.21 | 10.24 | -2.99 | 12.63 |
| Sharpe Ratio | NA | -0.98 | 0.23 | -0.08 | 0.05 | NA | NA | … | … | -0.53 | -0.91 | 1.38 | 0.45 | -1.00 | 0.57 | 0.08 | 1.24 | -0.45 | 0.77 | 0.69 | 0.44 | 0.69 | -0.14 | 1.38 |
| Standard Deviation(%) | NA | 15.34 | 17.96 | 23.98 | 27.18 | NA | NA | … | … | 9.05 | 16.81 | 17.94 | 38.35 | 26.95 | 8.48 | 61.12 | 14.01 | 17.14 | 10.51 | 14.88 | 16.43 | 14.80 | 21.93 | 18.23 |
| Draw Down(%) | NA | 18.44 | 18.44 | 43.00 | 43.00 | NA | NA | … | … | 6.49 | 15.13 | 9.85 | 34.27 | 29.32 | 6.55 | 33.63 | 4.89 | 17.49 | 5.10 | 10.33 | 9.05 | 6.25 | 17.13 | 9.38 |
| Yield(%) | 1.65 | 5.31 | 7.75 | 5.14 | 4.94 | 5.17 | 3.88 | … | … | 3.01 | 5.55 | 7.66 | 7.82 | 4.03 | 4.07 | 4.07 | 4.57 | 4.12 | 4.44 | 4.60 | 4.76 | 5.17 | 4.63 | 2.55 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONP (Zions Bancorporation National Association) |
-6.44%
Oct 2019 – Oct 2022 |
-3.01%
Oct 2017 – Oct 2022 |
1.40%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIONP (Zions Bancorporation National Association) |
14.83%
Oct 2022 – Oct 2025 |
10.86%
Mar 2020 – Mar 2025 |
6.20%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart