Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCE-PG (SCE Trust II TR PFD SECS 5.1%) | 1.02% | 13.19% | 1.56% | -0.74% | 2.08% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCE-PG (SCE Trust II TR PFD SECS 5.1%) | 01/28/2013 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 13.19 | 1.56 | -0.74 | 2.08 | NA | NA | … | … | 1.02 | -0.54 | -0.21 | 23.50 | -24.63 | 4.85 | 6.64 | 37.18 | -15.52 | 14.78 | -4.99 | 13.93 | 30.86 | -20.85 |
| Sharpe Ratio | NA | 0.40 | -0.13 | -0.20 | 0.01 | NA | NA | … | … | -0.26 | -0.17 | -0.28 | 1.07 | -1.09 | 0.68 | 0.18 | 2.37 | -0.96 | 1.36 | -0.43 | 1.43 | 3.61 | -1.35 |
| Standard Deviation(%) | NA | 14.89 | 16.87 | 17.99 | 18.99 | NA | NA | … | … | 14.52 | 20.12 | 13.66 | 18.75 | 24.09 | 7.05 | 34.49 | 15.04 | 17.68 | 10.39 | 12.21 | 9.71 | 8.55 | 16.55 |
| Draw Down(%) | NA | 10.34 | 21.90 | 28.84 | 32.68 | NA | NA | … | … | 10.34 | 18.21 | 10.66 | 17.32 | 28.84 | 5.51 | 32.68 | 7.06 | 27.72 | 6.63 | 14.59 | 6.03 | 4.11 | 25.54 |
| Yield(%) | 0.00 | 7.63 | 6.21 | 5.14 | 4.89 | 4.54 | 3.41 | … | … | 1.75 | 6.49 | 6.19 | 6.97 | 5.09 | 5.05 | 5.10 | 6.52 | 5.30 | 5.69 | 5.20 | 5.57 | 6.87 | 4.48 |
Data as of 06/11/2026, Common starting date is 01/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PG (SCE Trust II TR PFD SECS 5.1%) |
-5.93%
Sep 2020 – Sep 2023 |
-1.85%
Sep 2020 – Sep 2025 |
1.80%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCE-PG (SCE Trust II TR PFD SECS 5.1%) |
16.26%
Sep 2013 – Sep 2016 |
9.46%
Aug 2013 – Aug 2018 |
6.97%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart