Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMPWP (Niagara Mohawk Power Corporation PFD 3.40%) | 0.21% | 8.58% | -0.33% | -3.37% | 0.06% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMPWP (Niagara Mohawk Power Corporation PFD 3.40%) | 02/01/2012 | 06/08/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.58 | -0.33 | -3.37 | 0.06 | NA | NA | … | … | 0.21 | 3.30 | -7.62 | -5.29 | -11.15 | -0.43 | 7.84 | 10.78 | -4.43 | 8.04 | 2.85 | 4.06 | 8.24 | 1.62 | 23.14 |
| Sharpe Ratio | NA | 0.28 | -0.20 | -0.32 | -0.10 | NA | NA | … | … | -0.12 | 0.02 | -0.50 | -0.86 | -0.59 | -0.03 | 0.46 | 0.72 | -1.10 | 0.53 | 0.31 | 0.68 | 0.39 | 0.14 | 0.74 |
| Standard Deviation(%) | NA | 21.19 | 17.90 | 18.70 | 15.68 | NA | NA | … | … | 17.16 | 19.20 | 22.30 | 10.48 | 21.55 | 14.48 | 16.56 | 12.94 | 5.29 | 14.06 | 8.56 | 5.93 | 21.20 | 10.93 | 34.71 |
| Draw Down(%) | NA | 10.84 | 14.47 | 31.34 | 31.34 | NA | NA | … | … | 7.18 | 10.84 | 14.47 | 8.52 | 19.39 | 8.89 | 7.49 | 7.74 | 6.37 | 8.24 | 8.79 | 2.49 | 10.98 | 8.19 | 11.31 |
| Yield(%) | 0.00 | 4.72 | 4.34 | 3.49 | 3.70 | 4.31 | 3.23 | … | … | 1.50 | 4.43 | 3.92 | 4.71 | 4.00 | 2.90 | 4.00 | 4.25 | 3.90 | 4.05 | 4.00 | 4.00 | 4.15 | 4.05 | 4.79 |
Data as of 06/08/2026, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMPWP (Niagara Mohawk Power Corporation PFD 3.40%) |
-10.72%
Jul 2021 – Jul 2024 |
-4.73%
Nov 2020 – Nov 2025 |
-0.59%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMPWP (Niagara Mohawk Power Corporation PFD 3.40%) |
8.67%
Feb 2014 – Feb 2017 |
6.83%
Feb 2014 – Feb 2019 |
3.87%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart