Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BANGN (Emera Maine PFD 7%) | NA | -22.48% | -14.70% | -0.26% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANGN (Emera Maine PFD 7%) | 01/30/2015 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.48 | -14.70 | -0.26 | NA | NA | NA | … | … | 3.66 | -23.24 | -19.57 | 42.14 | 5.60 | -1.26 | 5.24 | 6.03 | 7.41 |
| Sharpe Ratio | NA | -1.02 | -0.19 | -0.02 | NA | NA | NA | … | … | 0.77 | -0.97 | -0.18 | 0.42 | 1.55 | -0.36 | 1.82 | 2.20 | 0.32 |
| Standard Deviation(%) | NA | 25.53 | 81.90 | 64.52 | NA | NA | NA | … | … | 3.54 | 25.47 | 106.95 | 99.77 | 2.71 | 7.09 | 2.54 | 2.64 | 24.97 |
| Draw Down(%) | NA | 26.19 | 57.45 | 57.45 | NA | NA | NA | … | … | 0.00 | 26.19 | 46.40 | 52.44 | 0.00 | 6.34 | 0.00 | 0.00 | 14.81 |
| Yield(%) | 0.00 | 5.19 | 3.78 | 5.42 | 4.41 | 2.94 | 2.20 | … | … | 3.56 | 5.19 | 5.56 | 5.42 | 5.42 | 5.07 | 5.07 | 5.11 | 5.19 |
Data as of 07/10/2023, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANGN (Emera Maine PFD 7%) |
-16.89%
May 2020 – May 2023 |
-1.76%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANGN (Emera Maine PFD 7%) |
23.80%
Aug 2017 – Aug 2020 |
20.38%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart