Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCRRP (NCR Corp Pref A) | NA | -4.96% | 14.32% | 9.52% | NA | NA | NA | … | … |
Data as of 04/15/2025, Common starting date is 03/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCRRP (NCR Corp Pref A) | 03/16/2017 | 04/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.96 | 14.32 | 9.52 | NA | NA | NA | … | … | 0.00 | -3.83 | 47.88 | 6.81 | -38.61 | 64.11 | 33.78 | -22.90 | -28.39 |
| Sharpe Ratio | NA | -0.81 | 0.51 | 0.13 | NA | NA | NA | … | … | 0.00 | -0.95 | 1.34 | 1.65 | -0.62 | 0.49 | 0.64 | -0.22 | -0.62 |
| Standard Deviation(%) | NA | 10.25 | 21.98 | 56.73 | NA | NA | NA | … | … | NA | 7.96 | 33.25 | 3.28 | 62.33 | 129.10 | 50.18 | 111.60 | 56.14 |
| Draw Down(%) | NA | 6.08 | 6.08 | 48.40 | NA | NA | NA | … | … | 0.00 | 6.08 | 0.00 | 0.00 | 41.96 | 60.07 | 22.92 | 55.99 | 33.14 |
| Yield(%) | 0.00 | 1.17 | 4.90 | 4.34 | 1.48 | 0.99 | 0.74 | … | … | 0.00 | 2.35 | 6.53 | 6.53 | 2.88 | 2.93 | 0.00 | 0.00 | 0.09 |
Data as of 04/15/2025, Common starting date is 03/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCRRP (NCR Corp Pref A) |
-18.29%
Jul 2017 – Jul 2020 |
-5.05%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCRRP (NCR Corp Pref A) |
31.34%
Nov 2020 – Nov 2023 |
16.59%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart