Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CBB-PB (Cincinnati Bell Inc. PFD CV DEP1/20) NA -97.59% -64.81% -52.39% NA NA NA
Data as of 12/17/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
CBB-PB (Cincinnati Bell Inc. PFD CV DEP1/20) 06/19/2012 12/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -2.56 -97.59 -64.81 -52.39 NA NA NA -97.58 4.38 67.67 -44.45 4.26 1.88 -2.50 8.91 4.39 4.39
Sharpe Ratio NA -0.12 -0.14 -0.14 NA NA NA -0.11 0.19 1.79 -1.70 0.52 0.18 -0.22 0.75 0.24 0.51
Standard Deviation(%) NA 838.16 483.13 374.62 NA NA NA 853.65 22.11 37.05 26.92 7.02 9.49 11.56 11.82 17.99 16.47
Draw Down(%) NA 97.90 97.90 97.90 NA NA NA 97.90 19.30 19.26 49.26 3.80 6.32 4.35 3.99 13.89 9.88
Yield(%) 0.00 5.06 11.20 6.52 7.49 4.99 3.75 5.04 7.03 10.99 6.60 6.85 6.93 6.93 7.38 7.62 4.05
Data as of 12/17/2021, 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
CBB-PB (Cincinnati Bell Inc. PFD CV DEP1/20) -70.21%
Oct 2018 – Oct 2021
-53.12%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CBB-PB (Cincinnati Bell Inc. PFD CV DEP1/20) 5.94%
Sep 2013 – Sep 2016
3.32%
Dec 2012 – Dec 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return