Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFG-PE (Citizens Financial Group Inc) | -4.38% | 0.42% | 3.37% | -1.82% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFG-PE (Citizens Financial Group Inc) | 10/23/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 0.42 | 3.37 | -1.82 | NA | NA | NA | … | … | -4.38 | 5.26 | 3.31 | 9.74 | -22.63 | 3.80 | 13.99 | 0.28 |
| Sharpe Ratio | NA | -0.19 | 0.01 | -0.20 | NA | NA | NA | … | … | -1.31 | 0.17 | -0.02 | 0.17 | -1.21 | 0.49 | 0.25 | 0.08 |
| Standard Deviation(%) | NA | 9.91 | 18.56 | 21.43 | NA | NA | NA | … | … | 8.67 | 14.01 | 16.95 | 36.90 | 19.99 | 7.63 | 54.31 | 5.06 |
| Draw Down(%) | NA | 12.07 | 21.66 | 38.61 | NA | NA | NA | … | … | 9.04 | 11.58 | 17.42 | 31.24 | 28.31 | 4.68 | 49.09 | 1.79 |
| Yield(%) | 0.00 | 6.55 | 6.37 | 4.71 | 3.21 | 2.14 | 1.60 | … | … | 1.61 | 6.29 | 6.28 | 6.43 | 4.75 | 4.72 | 4.97 | 0.96 |
Data as of 06/10/2026, Common starting date is 10/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFG-PE (Citizens Financial Group Inc) |
-9.29%
Oct 2020 – Oct 2023 |
-1.16%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFG-PE (Citizens Financial Group Inc) |
9.54%
Sep 2022 – Sep 2025 |
4.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart