Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMAG (Federal National Mortgage Association Pref I) | -31.73% | -21.13% | 86.29% | 9.35% | 8.12% | 9.01% | -4.93% | … | … |
Data as of 06/11/2026, Common starting date is 11/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMAG (Federal National Mortgage Association Pref I) | 11/04/2002 | 06/11/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.81 | -21.13 | 86.29 | 9.35 | 8.12 | 9.01 | -4.93 | … | … | -31.73 | 27.44 | 305.35 | 87.08 | -44.70 | -72.25 | -21.80 | 92.86 | -23.19 | 4.49 | 187.75 | -21.91 | -58.87 | 392.25 | 62.29 | 75.00 | -40.12 | 51.82 | -96.99 | -24.59 | 4.76 | 3.82 | -12.52 | 1.64 | 0.10 |
| Sharpe Ratio | NA | -0.38 | 1.53 | 0.11 | 0.10 | NA | NA | … | … | -1.24 | 0.48 | 4.14 | 1.60 | -0.74 | -0.64 | -0.43 | 1.96 | -0.58 | 0.05 | 1.99 | -0.40 | -0.62 | 5.08 | 0.48 | 0.69 | -0.41 | 0.33 | -0.48 | -1.09 | 0.12 | 0.15 | -0.94 | 0.08 | -0.03 |
| Standard Deviation(%) | NA | 45.17 | 58.28 | 74.32 | 67.40 | NA | NA | … | … | 45.37 | 52.61 | 73.29 | 52.32 | 62.73 | 112.80 | 50.62 | 46.65 | 42.48 | 74.54 | 93.79 | 55.14 | 95.44 | 77.26 | 131.25 | 108.11 | 98.27 | 158.36 | 205.75 | 25.38 | 12.46 | 11.33 | 14.33 | 12.26 | 5.55 |
| Draw Down(%) | NA | 45.04 | 45.04 | 77.94 | 89.97 | NA | NA | … | … | 35.85 | 22.06 | 34.18 | 31.40 | 59.11 | 84.40 | 49.29 | 27.30 | 43.27 | 57.31 | 43.50 | 50.00 | 76.67 | 38.99 | 71.35 | 68.73 | 66.51 | 76.67 | 97.91 | 30.38 | 13.86 | 10.42 | 16.15 | 11.87 | 1.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAG (Federal National Mortgage Association Pref I) |
-73.84%
Sep 2007 – Sep 2010 |
-55.44%
Sep 2005 – Sep 2010 |
-24.94%
Dec 2002 – Dec 2012 |
-17.31%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAG (Federal National Mortgage Association Pref I) |
140.90%
Dec 2010 – Dec 2013 |
73.12%
Feb 2009 – Feb 2014 |
33.09%
Sep 2010 – Sep 2020 |
26.73%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart