Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGNCL (AGNC Investment Corp) | 3.33% | 9.35% | 13.49% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGNCL (AGNC Investment Corp) | 09/08/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 9.35 | 13.49 | NA | NA | NA | NA | … | … | 3.33 | 3.69 | 29.17 | 7.78 | -5.92 |
| Sharpe Ratio | NA | 1.26 | 0.98 | NA | NA | NA | NA | … | … | 0.95 | 0.08 | 2.47 | 0.26 | -0.78 |
| Standard Deviation(%) | NA | 6.94 | 10.74 | NA | NA | NA | NA | … | … | 6.55 | 10.78 | 10.35 | 15.83 | 26.08 |
| Draw Down(%) | NA | 4.26 | 11.62 | NA | NA | NA | NA | … | … | 4.26 | 10.06 | 6.92 | 11.62 | 19.72 |
| Yield(%) | 0.00 | 7.81 | 8.86 | 5.79 | 2.89 | 1.93 | 1.45 | … | … | 1.96 | 7.68 | 8.88 | 8.90 | 2.71 |
Data as of 06/10/2026, Common starting date is 09/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGNCL (AGNC Investment Corp) |
11.50%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| AGNCL (AGNC Investment Corp) |
15.34%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart