Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRUA (Dominion Energy Inc. ENHCD SUB NT16 A) | NA | 2.14% | 6.06% | 3.98% | NA | NA | NA | … | … |
Data as of 08/30/2021, Common starting date is 07/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRUA (Dominion Energy Inc. ENHCD SUB NT16 A) | 07/26/2016 | 08/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.14 | 6.06 | 3.98 | NA | NA | NA | … | … | -1.69 | 3.85 | 18.67 | -6.03 | 18.18 | -11.24 |
| Sharpe Ratio | NA | 0.06 | 0.31 | 0.22 | NA | NA | NA | … | … | -0.46 | 0.15 | 2.09 | -0.73 | 2.21 | -1.52 |
| Standard Deviation(%) | NA | 5.66 | 15.80 | 13.78 | NA | NA | NA | … | … | 5.59 | 24.29 | 8.35 | 10.14 | 7.97 | 15.71 |
| Draw Down(%) | NA | 2.72 | 22.71 | 22.71 | NA | NA | NA | … | … | 2.72 | 22.71 | 5.39 | 12.71 | 3.99 | 18.70 |
| Yield(%) | 0.00 | 5.08 | 5.35 | 4.34 | 2.23 | 1.49 | 1.12 | … | … | 3.79 | 4.95 | 5.69 | 5.23 | 2.92 | 0.00 |
Data as of 08/30/2021, Common starting date is 07/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRUA (Dominion Energy Inc. ENHCD SUB NT16 A) |
5.13%
Sep 2017 – Sep 2020 |
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 |
|---|---|---|---|---|
| DRUA (Dominion Energy Inc. ENHCD SUB NT16 A) |
10.78%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart