Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AILLP (Ameren Illinois Company PFD 4%) | -2.22% | 5.95% | 0.67% | -3.14% | 1.03% | 3.87% | 4.49% | … | … |
Data as of 06/10/2026, Common starting date is 03/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AILLP (Ameren Illinois Company PFD 4%) | 03/11/1999 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.41 | 5.95 | 0.67 | -3.14 | 1.03 | 3.87 | 4.49 | … | … | -2.22 | 8.92 | 5.93 | -8.32 | -19.46 | 1.69 | 9.32 | 8.15 | 2.16 | -0.40 | 16.84 | 7.69 | 7.76 | 0.71 | 16.49 | 23.81 | 18.64 | 6.16 | -14.51 | 10.02 | 7.43 | -0.88 | 25.64 | 18.23 | 11.15 | 11.76 | -5.75 | -13.83 |
| Sharpe Ratio | NA | 0.50 | -0.06 | -0.21 | -0.01 | NA | NA | … | … | 0.18 | 0.29 | 0.13 | -0.76 | -1.23 | 0.05 | 0.61 | 0.69 | 0.07 | -0.08 | 1.92 | 0.85 | 0.41 | 0.04 | 0.96 | 0.80 | 0.64 | 0.16 | -0.53 | 0.16 | 0.12 | -0.07 | 0.49 | 0.38 | 0.42 | 0.66 | -0.28 | -0.83 |
| Standard Deviation(%) | NA | 19.16 | 18.45 | 22.85 | 18.18 | NA | NA | … | … | 16.26 | 20.92 | 17.78 | 15.89 | 17.01 | 35.11 | 14.84 | 9.71 | 11.02 | 13.75 | 8.65 | 9.03 | 19.08 | 16.11 | 17.34 | 29.57 | 29.08 | 37.02 | 29.04 | 43.34 | 34.01 | 47.54 | 50.55 | 45.92 | 23.94 | 14.28 | 35.44 | 24.21 |
| Draw Down(%) | NA | 7.70 | 18.05 | 44.96 | 44.96 | NA | NA | … | … | 7.48 | 7.70 | 11.11 | 18.05 | 20.28 | 22.58 | 8.19 | 3.88 | 4.51 | 7.01 | 3.31 | 3.93 | 6.71 | 7.59 | 5.94 | 9.94 | 12.17 | 15.48 | 18.10 | 15.82 | 13.98 | 16.43 | 19.73 | 20.48 | 8.91 | 5.94 | 23.38 | 17.68 |
| Yield(%) | 0.00 | 4.67 | 4.50 | 3.70 | 4.11 | 5.26 | 5.37 | … | … | 1.48 | 6.17 | 4.62 | 5.33 | 4.10 | 4.00 | 4.20 | 4.35 | 4.21 | 4.07 | 4.47 | 4.68 | 4.76 | 4.62 | 5.13 | 5.06 | 6.78 | 6.72 | 5.71 | 5.63 | 5.73 | 5.39 | 6.13 | 7.07 | 7.34 | 7.62 | 6.65 | 4.11 |
Data as of 06/10/2026, Common starting date is 03/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILLP (Ameren Illinois Company PFD 4%) |
-11.04%
Oct 2020 – Oct 2023 |
-3.90%
Nov 2018 – Nov 2023 |
0.95%
May 2015 – May 2025 |
3.95%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AILLP (Ameren Illinois Company PFD 4%) |
23.11%
May 2009 – May 2012 |
16.56%
Jun 2000 – Jun 2005 |
11.06%
May 2009 – May 2019 |
10.15%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart