Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UZA (United States Cellular Corporation CALL SR NT 60) | NA | 6.48% | 6.92% | 6.33% | 6.93% | NA | NA | … | … |
Data as of 08/31/2021, Common starting date is 05/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UZA (United States Cellular Corporation CALL SR NT 60) | 05/16/2011 | 08/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.48 | 6.92 | 6.33 | 6.93 | NA | NA | … | … | 3.87 | 3.65 | 5.31 | -17.02 | -4.00 | -7.49 | -3.43 | 0.51 | -23.36 | -3.04 | 2.96 |
| Sharpe Ratio | NA | 0.86 | 0.22 | 0.25 | 0.37 | NA | NA | … | … | 1.24 | 0.07 | 0.42 | -1.69 | -0.67 | -0.88 | -0.42 | 0.05 | -1.66 | -0.27 | 0.41 |
| Standard Deviation(%) | NA | 7.47 | 28.81 | 22.76 | 17.47 | NA | NA | … | … | 4.72 | 48.37 | 9.28 | 10.87 | 6.98 | 8.72 | 8.20 | 9.33 | 14.08 | 11.70 | 11.42 |
| Draw Down(%) | NA | 3.73 | 39.82 | 39.82 | 39.82 | NA | NA | … | … | 2.50 | 39.82 | 7.07 | 21.11 | 7.93 | 9.98 | 9.67 | 10.78 | 25.13 | 10.27 | 7.11 |
| Yield(%) | 0.00 | 6.76 | 6.77 | 6.36 | 6.67 | 4.58 | 3.43 | … | … | 3.40 | 6.75 | 7.56 | 6.93 | 5.15 | 6.82 | 7.11 | 7.53 | 6.25 | 6.55 | 4.08 |
Data as of 08/31/2021, Common starting date is 05/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZA (United States Cellular Corporation CALL SR NT 60) |
0.30%
Mar 2017 – Mar 2020 |
3.08%
Mar 2015 – Mar 2020 |
7.13%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZA (United States Cellular Corporation CALL SR NT 60) |
10.68%
Dec 2013 – Dec 2016 |
7.67%
Jun 2011 – Jun 2016 |
7.23%
Jun 2011 – Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart