Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AGC (Advent Claymore Convertible Securities and Income Fund) NA -25.97% NA 10.74% 8.48% NA NA
Data as of 12/02/2021, Common starting date is 06/05/2007
More Performance Analytics Comparison
Name Start Date End Date
AGC (Advent Claymore Convertible Securities and Income Fund) 06/05/2007 12/02/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -33.96 -25.97 NA 10.74 8.48 NA NA -31.96 126.01 -5.01 5.03 17.51 -3.52 -6.41 20.86 12.42 -24.16 22.65 57.99 -55.57 -20.04
Sharpe Ratio NA -0.39 0.15 0.17 0.22 NA NA -0.50 0.16 -0.73 0.42 1.19 -0.26 -0.49 1.77 0.95 -1.00 0.99 1.65 -0.90 -1.23
Standard Deviation(%) NA 67.12 99.14 60.36 37.57 NA NA 69.03 254.62 11.63 10.62 14.52 13.79 13.02 11.78 13.17 24.26 22.71 35.11 62.31 28.48
Draw Down(%) NA 48.71 48.71 48.71 48.71 NA NA 48.71 5.58 11.27 8.66 16.96 20.54 18.24 11.07 9.47 38.92 16.62 32.05 71.45 26.16
Yield(%) 0.00 0.00 NA 0.86 4.88 2.55 1.91 0.00 0.00 0.00 3.21 10.25 8.97 7.75 7.77 9.08 8.46 9.51 12.69 10.17 3.65
Data as of 12/02/2021, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGC (Advent Claymore Convertible Securities and Income Fund) -10.78%
Jul 2007 – Jul 2010
-8.73%
Jul 2007 – Jul 2012
-1.22%
May 2008 – May 2018
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGC (Advent Claymore Convertible Securities and Income Fund) 43.71%
Apr 2018 – Apr 2021
21.36%
Jan 2016 – Jan 2021
20.05%
Jan 2011 – Jan 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return