Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPWLG (Indianapolis Power & Light Company PFD 4.60%) | NA | -15.15% | 0.60% | -2.64% | -0.80% | 0.65% | 1.37% | … | … |
Data as of 02/28/2023, Common starting date is 09/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPWLG (Indianapolis Power & Light Company PFD 4.60%) | 09/24/2001 | 02/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.15 | 0.60 | -2.64 | -0.80 | 0.65 | 1.37 | … | … | 0.00 | -15.15 | -1.00 | 6.38 | -3.09 | 1.04 | 5.49 | -3.88 | -6.45 |
| Sharpe Ratio | NA | -0.61 | -0.12 | -0.07 | -0.01 | NA | NA | … | … | 0.00 | -0.40 | 0.00 | 0.28 | NA | -0.02 | 1.67 | -0.10 | -0.84 |
| Standard Deviation(%) | NA | 28.29 | 53.28 | 52.53 | 54.22 | NA | NA | … | … | NA | 38.46 | 420.59 | 24.10 | 0.00 | 25.30 | 0.80 | 45.53 | 113.91 |
| Draw Down(%) | NA | 15.15 | 17.50 | 17.50 | 17.50 | NA | NA | … | … | 0.00 | 15.15 | 17.50 | 0.00 | 3.09 | 1.04 | 0.00 | 4.29 | 8.06 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/28/2023, Common starting date is 09/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPWLG (Indianapolis Power & Light Company PFD 4.60%) |
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 |
|---|---|---|---|---|
| IPWLG (Indianapolis Power & Light Company PFD 4.60%) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart