Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KEY-PJ (KeyCorp) | -1.34% | 2.63% | 7.53% | 0.39% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/25/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KEY-PJ (KeyCorp) | 07/25/2018 | 06/09/2026 |
| 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 2.63 | 7.53 | 0.39 | NA | NA | NA | … | … | -1.34 | 5.11 | 15.04 | 3.10 | -17.38 | 1.13 | 10.42 | 24.31 | -6.22 |
| Sharpe Ratio | NA | -0.06 | 0.14 | -0.08 | NA | NA | NA | … | … | -0.72 | 0.15 | 0.65 | -0.01 | -0.96 | 0.13 | 0.38 | 3.26 | -1.78 |
| Standard Deviation(%) | NA | 9.30 | 18.80 | 26.97 | NA | NA | NA | … | … | 8.99 | 14.49 | 17.65 | 51.82 | 19.66 | 8.82 | 26.51 | 7.00 | 8.65 |
| Draw Down(%) | NA | 8.47 | 25.36 | 42.65 | NA | NA | NA | … | … | 7.03 | 10.55 | 10.94 | 41.91 | 20.05 | 5.90 | 28.87 | 2.87 | 11.12 |
| Yield(%) | 0.00 | 6.70 | 7.10 | 5.18 | 4.58 | 3.06 | 2.29 | … | … | 3.30 | 6.50 | 7.14 | 6.73 | 5.32 | 5.16 | 6.29 | 5.99 | 2.13 |
Data as of 06/09/2026, Common starting date is 07/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEY-PJ (KeyCorp) |
-11.69%
Oct 2020 – Oct 2023 |
-3.06%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KEY-PJ (KeyCorp) |
11.55%
Dec 2018 – Dec 2021 |
4.51%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart