Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXCVV (Exelon Corporation Common Stock Ex-Distribution When-Issued) | NA | 5.75% | NA | NA | NA | NA | NA | … | … |
Data as of 06/28/2023, Common starting date is 01/19/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCVV (Exelon Corporation Common Stock Ex-Distribution When-Issued) | 01/19/2022 | 06/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 5.75 | NA | NA | NA | NA | NA | … | … | 1.84 | -76.05 |
| Sharpe Ratio | NA | 0.62 | NA | NA | NA | NA | NA | … | … | -0.16 | -0.54 |
| Standard Deviation(%) | NA | 3.76 | NA | NA | NA | NA | NA | … | … | 4.68 | 148.01 |
| Draw Down(%) | NA | 3.08 | NA | NA | NA | NA | NA | … | … | 3.08 | 77.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 |
Data as of 06/28/2023, Common starting date is 01/19/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCVV (Exelon Corporation Common Stock Ex-Distribution When-Issued) |
0.00%
NA |
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 |
|---|---|---|---|---|
| EXCVV (Exelon Corporation Common Stock Ex-Distribution When-Issued) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart