Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMAS (Federal National Mortgage Association Pref S) | -23.57% | -13.84% | 97.98% | 12.02% | 9.42% | 11.10% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMAS (Federal National Mortgage Association Pref S) | 12/19/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.95 | -13.84 | 97.98 | 12.02 | 9.42 | 11.10 | NA | … | … | -23.57 | 30.34 | 255.59 | 37.61 | -25.00 | -63.64 | -28.20 | 71.94 | -21.02 | 10.00 | 128.57 | -9.56 | -55.77 | 423.95 | 21.01 | 284.40 | -67.36 | 32.53 | -96.77 | 2.31 |
| Sharpe Ratio | NA | -0.32 | 1.78 | 0.14 | 0.12 | NA | NA | … | … | -1.00 | 0.69 | 3.65 | 0.75 | -0.46 | -0.54 | -0.43 | 1.59 | -0.58 | 0.15 | 1.97 | -0.25 | -0.62 | 7.47 | 0.21 | 0.79 | -0.94 | 0.20 | -0.55 | 15.55 |
| Standard Deviation(%) | NA | 39.46 | 53.77 | 71.50 | 63.61 | NA | NA | … | … | 48.32 | 40.46 | 69.14 | 44.99 | 57.11 | 117.68 | 65.87 | 44.35 | 38.68 | 61.33 | 64.82 | 38.53 | 90.20 | 56.72 | 102.78 | 208.53 | 89.22 | 161.56 | 178.40 | 8.06 |
| Draw Down(%) | NA | 38.53 | 38.53 | 78.17 | 89.36 | NA | NA | … | … | 29.09 | 21.84 | 36.99 | 40.80 | 43.44 | 81.35 | 58.50 | 30.62 | 38.30 | 48.25 | 35.29 | 42.09 | 73.62 | 34.05 | 65.53 | 61.11 | 80.75 | 85.20 | 97.57 | 0.12 |
| 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 |
Data as of 06/08/2026, Common starting date is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAS (Federal National Mortgage Association Pref S) |
-61.59%
Dec 2008 – Dec 2011 |
-27.81%
Aug 2008 – Aug 2013 |
-14.27%
Sep 2008 – Sep 2018 |
-15.06%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMAS (Federal National Mortgage Association Pref S) |
228.48%
Feb 2011 – Feb 2014 |
69.26%
Jul 2009 – Jul 2014 |
32.81%
Dec 2009 – Dec 2019 |
27.79%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart