Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WELPP (Wisconsin Electric Power Company PFD 3.60%) | -0.29% | 5.62% | 3.39% | -1.29% | 1.90% | 4.67% | 4.43% | … | … |
Data as of 06/08/2026, Common starting date is 04/11/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WELPP (Wisconsin Electric Power Company PFD 3.60%) | 04/11/1994 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 5.62 | 3.39 | -1.29 | 1.90 | 4.67 | 4.43 | … | … | -0.29 | 13.83 | 7.42 | -3.87 | -21.61 | -4.23 | 14.22 | 5.34 | 0.70 | 5.53 | 11.23 | 4.34 | 8.68 | 4.49 | 9.58 | 12.42 | 24.24 | 13.26 | -11.30 | 1.39 | 5.93 | 6.96 | 14.20 | 24.23 | 15.17 | 9.31 | 3.63 | -7.68 | 23.73 | 8.22 | 3.58 | 33.04 | -4.70 |
| Sharpe Ratio | NA | 0.20 | 0.01 | -0.24 | 0.01 | NA | NA | … | … | -0.22 | 0.75 | 0.25 | -0.55 | -1.09 | -0.27 | 1.02 | 0.35 | -0.08 | 0.17 | 1.06 | 0.32 | 0.61 | 0.30 | 0.63 | 0.36 | 0.99 | 0.48 | -0.52 | -0.15 | 0.14 | 0.17 | 0.27 | 0.66 | 0.69 | 0.18 | -0.02 | -0.24 | 0.48 | 0.13 | 0.00 | 0.94 | -0.38 |
| Standard Deviation(%) | NA | 14.89 | 14.87 | 15.84 | 16.35 | NA | NA | … | … | 14.21 | 14.66 | 15.09 | 13.75 | 21.14 | 15.72 | 13.60 | 11.06 | 8.29 | 28.59 | 10.39 | 13.30 | 14.24 | 14.76 | 15.14 | 34.82 | 24.33 | 27.44 | 23.38 | 11.54 | 17.97 | 27.12 | 48.31 | 35.75 | 20.26 | 39.10 | 36.46 | 45.30 | 42.63 | 34.49 | 25.17 | 30.89 | 25.62 |
| Draw Down(%) | NA | 6.94 | 15.41 | 30.98 | 33.06 | NA | NA | … | … | 6.94 | 6.46 | 8.51 | 15.41 | 24.33 | 7.91 | 5.85 | 3.87 | 4.29 | 11.44 | 5.83 | 5.70 | 3.92 | 5.06 | 4.50 | 11.47 | 7.86 | 12.78 | 17.29 | 6.82 | 5.49 | 10.26 | 21.77 | 11.48 | 5.45 | 11.43 | 12.69 | 19.65 | 10.83 | 8.74 | 9.39 | 9.52 | 13.56 |
| Yield(%) | 0.00 | 5.54 | 5.53 | 4.15 | 4.28 | 5.59 | 5.12 | … | … | 2.69 | 5.79 | 7.26 | 5.07 | 3.96 | 3.64 | 4.00 | 4.04 | 3.91 | 3.97 | 4.24 | 4.24 | 4.40 | 4.41 | 4.62 | 4.93 | 5.81 | 6.21 | 5.22 | 5.03 | 5.07 | 5.14 | 5.54 | 6.49 | 6.99 | 7.09 | 6.79 | 5.90 | 6.86 | 6.93 | 5.09 | 6.28 | 5.74 |
Data as of 06/08/2026, Common starting date is 04/11/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELPP (Wisconsin Electric Power Company PFD 3.60%) |
-10.79%
Nov 2020 – Nov 2023 |
-3.72%
Oct 2018 – Oct 2023 |
0.70%
Oct 2013 – Oct 2023 |
4.05%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WELPP (Wisconsin Electric Power Company PFD 3.60%) |
21.00%
Feb 2001 – Feb 2004 |
16.60%
Sep 2000 – Sep 2005 |
12.17%
Dec 1994 – Dec 2004 |
10.28%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart