Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MET-PF (MetLife Inc Preferred Stock Series F) -3.76% -0.65% 1.14% -1.84% NA NA NA
Data as of 06/10/2026, Common starting date is 01/09/2020
More Performance Analytics Comparison
Name Start Date End Date
MET-PF (MetLife Inc Preferred Stock Series F) 01/09/2020 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.33 -0.65 1.14 -1.84 NA NA NA -3.76 1.28 7.10 10.53 -22.66 2.72 12.38
Sharpe Ratio NA -0.41 -0.23 -0.33 NA NA NA -1.31 -0.15 0.28 0.41 -1.40 0.33 0.21
Standard Deviation(%) NA 8.65 12.42 13.67 NA NA NA 9.10 11.00 12.60 17.02 17.29 8.24 57.81
Draw Down(%) NA 11.57 14.59 25.32 NA NA NA 8.19 9.20 12.94 16.62 24.87 6.62 45.58
Yield(%) 0.00 6.03 5.60 4.44 3.02 2.01 1.51 2.97 5.66 5.78 6.01 4.48 4.40 4.31
Data as of 06/10/2026, Common starting date is 01/09/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MET-PF (MetLife Inc Preferred Stock Series F) -5.93%
Oct 2020 – Oct 2023
-1.78%
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
MET-PF (MetLife Inc Preferred Stock Series F) 7.77%
Oct 2022 – Oct 2025
3.96%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return