Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| F-PC (Ford Motor Company 6% Notes due December 1 2059) | 3.19% | 5.78% | 1.80% | 1.11% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/23/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| F-PC (Ford Motor Company 6% Notes due December 1 2059) | 12/23/2019 | 06/11/2026 |
| 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 (%) | -1.49 | 5.78 | 1.80 | 1.11 | NA | NA | NA | … | … | 3.19 | -3.43 | 4.03 | 16.65 | -14.89 | 5.91 | 8.75 | 2.08 |
| Sharpe Ratio | NA | 0.32 | -0.14 | -0.09 | NA | NA | NA | … | … | 0.46 | -0.48 | 0.04 | 0.66 | -0.91 | 0.61 | 0.11 | NA |
| Standard Deviation(%) | NA | 11.48 | 13.85 | 14.96 | NA | NA | NA | … | … | 11.69 | 13.25 | 11.27 | 19.83 | 18.03 | 9.59 | 79.10 | NA |
| Draw Down(%) | NA | 12.51 | 20.23 | 20.23 | NA | NA | NA | … | … | 10.59 | 15.16 | 9.40 | 16.00 | 15.80 | 6.40 | 59.88 | NA |
| Yield(%) | 0.00 | 7.20 | 6.31 | 5.74 | 3.84 | 2.56 | 1.92 | … | … | 3.59 | 6.47 | 6.32 | 7.05 | 6.59 | 5.58 | 5.53 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| F-PC (Ford Motor Company 6% Notes due December 1 2059) |
-1.44%
Mar 2023 – Mar 2026 |
0.37%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| F-PC (Ford Motor Company 6% Notes due December 1 2059) |
25.72%
Mar 2020 – Mar 2023 |
13.82%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart