Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COF-PH (Capital One Financial Corporation) | NA | 1.78% | 6.90% | 6.78% | NA | NA | NA | … | … |
Data as of 11/30/2021, Common starting date is 11/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COF-PH (Capital One Financial Corporation) | 11/23/2016 | 11/30/2021 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 6.90 | 6.78 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 5.74 | 6.14 | 6.21 | 3.07 | 2.05 | 1.53 | … | … |
Data as of 11/30/2021, Common starting date is 11/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COF-PH (Capital One Financial Corporation) |
3.63%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COF-PH (Capital One Financial Corporation) |
8.69%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart