Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| C-PN (Citigroup Capital XIII TR PFD SECS) | -0.75% | 7.46% | 9.92% | 9.83% | 9.53% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| C-PN (Citigroup Capital XIII TR PFD SECS) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.46 | 9.92 | 9.83 | 9.53 | NA | NA | … | … | -0.75 | 10.42 | 16.36 | 11.09 | 9.18 | 3.92 | 9.89 | 14.31 | 4.04 | 14.27 | 6.29 | 5.40 | 4.83 | 4.74 | 5.36 |
| Sharpe Ratio | NA | 0.94 | 0.99 | 0.98 | 0.89 | NA | NA | … | … | -0.80 | 1.01 | 2.40 | 0.77 | 0.97 | 0.55 | 0.50 | 2.26 | 0.54 | 2.52 | 1.30 | 1.69 | 1.53 | 0.73 | 1.62 |
| Standard Deviation(%) | NA | 6.41 | 6.80 | 7.45 | 8.73 | NA | NA | … | … | 5.54 | 7.49 | 5.30 | 9.68 | 8.04 | 7.11 | 19.04 | 5.69 | 4.94 | 5.43 | 4.68 | 3.18 | 3.14 | 6.40 | 6.40 |
| Draw Down(%) | NA | 2.82 | 5.43 | 6.06 | 20.68 | NA | NA | … | … | 2.82 | 5.43 | 1.77 | 6.06 | 3.99 | 6.21 | 20.68 | 2.67 | 1.96 | 2.56 | 3.44 | 1.48 | 1.74 | 4.17 | 2.65 |
| Yield(%) | 0.00 | 9.25 | 9.99 | 9.17 | 8.78 | 7.39 | 5.54 | … | … | 4.32 | 9.17 | 10.50 | 10.11 | 6.88 | 5.85 | 6.82 | 8.48 | 7.72 | 7.29 | 6.74 | 7.36 | 7.22 | 7.01 | 3.57 |
Data as of 06/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| C-PN (Citigroup Capital XIII TR PFD SECS) |
3.77%
Feb 2013 – Feb 2016 |
6.30%
Apr 2013 – Apr 2018 |
7.29%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| C-PN (Citigroup Capital XIII TR PFD SECS) |
14.89%
Jan 2022 – Jan 2025 |
11.86%
Mar 2020 – Mar 2025 |
10.09%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart