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
NYCB-PU (New York Community Capital Trust V BONUSES UNIT) NA 2.89% -2.54% 1.79% 4.26% NA NA
Data as of 12/27/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
NYCB-PU (New York Community Capital Trust V BONUSES UNIT) 06/19/2012 12/27/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.10 2.89 -2.54 1.79 4.26 NA NA 0.56 3.25 -12.64 24.26 -3.49 20.48 -6.26 8.07 5.81 6.49 8.29 5.64 4.45
Sharpe Ratio NA -0.07 -0.18 -0.02 0.11 NA NA -0.12 -0.03 -0.70 2.74 -0.10 2.03 -0.60 1.02 0.66 0.55 0.65 0.33 0.48
Standard Deviation(%) NA 50.54 35.78 32.23 23.88 NA NA 50.69 29.98 20.11 8.84 35.61 9.39 12.69 7.31 8.47 11.85 12.76 16.91 17.76
Draw Down(%) NA 46.65 50.10 50.10 50.10 NA NA 46.65 26.12 17.43 2.47 29.15 4.25 14.78 2.56 2.66 5.57 3.07 5.81 4.26
Yield(%) 0.00 7.39 6.18 6.24 6.26 5.22 3.91 7.26 6.73 5.70 8.10 5.89 6.74 5.96 6.01 6.02 6.02 6.16 6.08 1.57
Data as of 12/27/2024, 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
NYCB-PU (New York Community Capital Trust V BONUSES UNIT) -9.58%
Apr 2021 – Apr 2024
-2.81%
Apr 2019 – Apr 2024
1.57%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NYCB-PU (New York Community Capital Trust V BONUSES UNIT) 13.05%
Dec 2018 – Dec 2021
7.92%
Dec 2016 – Dec 2021
6.74%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return