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
NAV-PD (Navistar International Corporation PFD SR D CONV) NA -30.10% -16.75% 31.84% NA NA NA
Data as of 06/30/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
NAV-PD (Navistar International Corporation PFD SR D CONV) 06/19/2012 06/30/2021
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -30.10 -16.75 31.84 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/30/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAV-PD (Navistar International Corporation PFD SR D CONV) -35.81%
Jan 2013 – Jan 2016
5.84%
Jul 2012 – Jul 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NAV-PD (Navistar International Corporation PFD SR D CONV) 118.28%
Feb 2016 – Feb 2019
46.19%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return