Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASBA (Associated Banc-Corp 6.625% Fixed-Rate Reset Subordinated Notes due 2033) | 1.64% | 9.28% | 14.56% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/03/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASBA (Associated Banc-Corp 6.625% Fixed-Rate Reset Subordinated Notes due 2033) | 03/03/2023 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 9.28 | 14.56 | NA | NA | NA | NA | … | … | 1.64 | 7.61 | 21.39 | -7.29 |
| Sharpe Ratio | NA | 0.86 | 0.86 | NA | NA | NA | NA | … | … | 0.39 | 0.45 | 1.26 | -0.31 |
| Standard Deviation(%) | NA | 8.05 | 13.34 | NA | NA | NA | NA | … | … | 7.04 | 10.66 | 14.06 | 40.05 |
| Draw Down(%) | NA | 3.33 | 13.43 | NA | NA | NA | NA | … | … | 2.44 | 7.47 | 7.76 | 22.69 |
| Yield(%) | 0.00 | 6.93 | 8.24 | 4.35 | 2.17 | 1.45 | 1.09 | … | … | 3.34 | 6.61 | 7.59 | 5.31 |
Data as of 06/08/2026, Common starting date is 03/03/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBA (Associated Banc-Corp 6.625% Fixed-Rate Reset Subordinated Notes due 2033) |
8.09%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASBA (Associated Banc-Corp 6.625% Fixed-Rate Reset Subordinated Notes due 2033) |
15.62%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart