Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGO-PB (Assured Guaranty Municipal Holdings Inc. QUIBS 6.875%) | NA | -2.55% | 5.67% | 5.43% | 7.23% | 7.55% | NA | … | … |
Data as of 07/09/2021, Common starting date is 12/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGO-PB (Assured Guaranty Municipal Holdings Inc. QUIBS 6.875%) | 12/28/2001 | 07/09/2021 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 5.67 | 5.43 | 7.23 | 7.55 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 6.21 | 6.61 | 6.39 | 7.02 | 6.62 | 6.40 | … | … |
Data as of 07/09/2021, Common starting date is 12/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGO-PB (Assured Guaranty Municipal Holdings Inc. QUIBS 6.875%) |
-27.98%
Sep 2005 – Sep 2008 |
-16.26%
Sep 2003 – Sep 2008 |
6.82%
Sep 2003 – Sep 2013 |
7.21%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGO-PB (Assured Guaranty Municipal Holdings Inc. QUIBS 6.875%) |
63.10%
Feb 2009 – Feb 2012 |
37.97%
Feb 2009 – Feb 2014 |
21.92%
Feb 2009 – Feb 2019 |
8.22%
Nov 2004 – Nov 2019 |
Annualized Rolling Returns Comparison Chart