Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APRWF (Atlantic Power Preferred Equity Ltd. CUM RED PFD 1) | NA | 57.99% | 13.34% | 12.98% | NA | NA | NA | … | … |
Data as of 05/18/2021, Common starting date is 05/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APRWF (Atlantic Power Preferred Equity Ltd. CUM RED PFD 1) | 05/06/2015 | 05/18/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 57.99 | 13.34 | 12.98 | NA | NA | NA | … | … | 31.74 | 4.97 | 18.01 | -15.96 | 18.08 | 6.22 | -10.84 |
| Sharpe Ratio | NA | 2.01 | 0.58 | 0.66 | NA | NA | NA | … | … | 2.39 | 0.22 | 1.72 | -1.67 | 1.41 | 0.18 | -1.15 |
| Standard Deviation(%) | NA | 28.78 | 21.54 | 18.52 | NA | NA | NA | … | … | 45.71 | 21.31 | 9.68 | 10.35 | 12.44 | 33.28 | 13.95 |
| Draw Down(%) | NA | 2.03 | 25.20 | 28.38 | NA | NA | NA | … | … | 2.03 | 25.20 | 4.21 | 17.87 | 6.48 | 25.45 | 13.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/18/2021, Common starting date is 05/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRWF (Atlantic Power Preferred Equity Ltd. CUM RED PFD 1) |
-5.01%
Mar 2017 – Mar 2020 |
0.47%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APRWF (Atlantic Power Preferred Equity Ltd. CUM RED PFD 1) |
14.17%
Apr 2018 – Apr 2021 |
17.95%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart