Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UZE (United States Cellular Preferred 5.500% due 2070) | -1.62% | -16.26% | 11.43% | -1.20% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UZE (United States Cellular Preferred 5.500% due 2070) | 12/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | -16.26 | 11.43 | -1.20 | NA | NA | NA | … | … | -1.62 | -14.66 | 33.99 | 33.83 | -41.04 | 10.49 | -0.36 |
| Sharpe Ratio | NA | -1.05 | 0.35 | -0.15 | NA | NA | NA | … | … | -0.54 | -0.91 | 1.25 | 0.80 | -1.66 | 1.44 | -1.21 |
| Standard Deviation(%) | NA | 17.98 | 23.19 | 25.11 | NA | NA | NA | … | … | 11.59 | 19.29 | 24.27 | 38.09 | 25.61 | 7.29 | 7.14 |
| Draw Down(%) | NA | 24.09 | 24.09 | 48.44 | NA | NA | NA | … | … | 9.00 | 24.09 | 9.14 | 30.24 | 42.75 | 5.83 | 1.37 |
| Yield(%) | 2.01 | 6.33 | 9.11 | 5.38 | 2.99 | 1.99 | 1.49 | … | … | 3.80 | 6.11 | 7.70 | 9.09 | 5.22 | 5.49 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZE (United States Cellular Preferred 5.500% due 2070) |
-4.90%
Apr 2021 – Apr 2024 |
-0.93%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZE (United States Cellular Preferred 5.500% due 2070) |
15.24%
Dec 2022 – Dec 2025 |
1.67%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart