Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| T-PA (AT&T Inc) | -1.58% | 2.55% | 1.57% | -0.91% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T-PA (AT&T Inc) | 12/09/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 2.55 | 1.57 | -0.91 | NA | NA | NA | … | … | -1.58 | 1.70 | 6.19 | 21.37 | -27.57 | 3.46 | 7.69 | 5.41 |
| Sharpe Ratio | NA | -0.01 | -0.11 | -0.22 | NA | NA | NA | … | … | -0.75 | -0.11 | 0.18 | 0.82 | -1.38 | 0.36 | 0.22 | 31.26 |
| Standard Deviation(%) | NA | 8.41 | 14.97 | 16.33 | NA | NA | NA | … | … | 8.24 | 11.06 | 14.55 | 21.86 | 21.07 | 9.50 | 33.11 | 4.52 |
| Draw Down(%) | NA | 7.45 | 15.80 | 29.68 | NA | NA | NA | … | … | 7.39 | 8.51 | 9.69 | 16.09 | 28.95 | 6.71 | 31.91 | 0.19 |
| Yield(%) | 0.00 | 6.28 | 5.69 | 4.66 | 3.20 | 2.13 | 1.60 | … | … | 3.05 | 5.86 | 5.92 | 6.59 | 4.69 | 4.65 | 4.20 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-PA (AT&T Inc) |
-5.69%
Oct 2020 – Oct 2023 |
-0.47%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-PA (AT&T Inc) |
9.47%
Oct 2022 – Oct 2025 |
3.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart