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
OCESO (Ocean Spray Cranberries Inc. PFD 2 PART 4%) NA 0.00% 24.53% 14.07% NA NA NA
Data as of 06/18/2021, Common starting date is 12/10/2015
More Performance Analytics Comparison
Name Start Date End Date
OCESO (Ocean Spray Cranberries Inc. PFD 2 PART 4%) 12/10/2015 06/18/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 0.00 24.53 14.07 NA NA NA 0.00 0.00 93.10 0.00 0.00 0.00 0.00
Sharpe Ratio NA 0.00 0.62 0.45 NA NA NA 0.00 0.00 1.39 0.00 0.00 0.00 0.00
Standard Deviation(%) NA NA 37.99 29.44 NA NA NA NA NA 65.81 NA NA NA NA
Draw Down(%) NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/18/2021, Common starting date is 12/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCESO (Ocean Spray Cranberries Inc. PFD 2 PART 4%) 0.00%
Jan 2016 – Jan 2019
14.07%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCESO (Ocean Spray Cranberries Inc. PFD 2 PART 4%) 24.53%
Oct 2016 – Oct 2019
14.07%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return