Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| T-PC (AT&T Inc) | -2.69% | 2.67% | 1.68% | -1.81% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 02/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T-PC (AT&T Inc) | 02/19/2020 | 06/17/2026 |
| 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 (%) | 0.96 | 2.67 | 1.68 | -1.81 | NA | NA | NA | … | … | -2.69 | 1.83 | 6.57 | 20.13 | -29.68 | 2.73 | 10.01 |
| Sharpe Ratio | NA | -0.21 | -0.14 | -0.27 | NA | NA | NA | … | … | -1.26 | -0.10 | 0.21 | 0.71 | -1.59 | 0.33 | 0.27 |
| Standard Deviation(%) | NA | 8.43 | 15.40 | 16.17 | NA | NA | NA | … | … | 7.81 | 11.00 | 14.01 | 23.33 | 19.69 | 8.31 | 42.16 |
| Draw Down(%) | NA | 9.30 | 15.95 | 33.34 | NA | NA | NA | … | … | 8.08 | 7.35 | 9.20 | 16.09 | 32.87 | 8.44 | 36.65 |
| Yield(%) | 0.00 | 6.39 | 5.81 | 4.52 | 2.93 | 1.95 | 1.46 | … | … | 3.07 | 5.86 | 5.96 | 6.56 | 4.54 | 4.49 | 3.31 |
Data as of 06/17/2026, Common starting date is 02/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-PC (AT&T Inc) |
-6.97%
Oct 2020 – Oct 2023 |
-1.19%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T-PC (AT&T Inc) |
10.50%
Oct 2022 – Oct 2025 |
3.34%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart