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NWN: Northwest Natural Holding Company (STOCK)
Basic Info 43.76 0.19(0.43%) April 28
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/26/1990 |
| Last Dividend Date: | 01/31/2025 |
| 12-Mo. Yield | 5.06% |
| Expenses | - |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/26/1990 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 12.0 | 18.9 | -0.6 | -3.0 | 2.6 | 3.0 | 4.8 | 7.3 | 6.8 | -14.4 | 1.5 | 10.3 | -35.5 | 25.5 | 4.5 | 0.8 | 22.2 | 5.5 | 21.5 | 0.9 | -4.2 | 7.2 | 6.9 | 5.7 | -6.1 | 18.5 | 28.9 | 5.1 | 14.4 | 19.1 | 11.0 | 1.4 | 28.2 | -10.9 | -12.7 | 35.6 | 14.9 | 18.4 | -9.0 | 26.7 | 5.0 | 18.4 | 8.8 |
| Sharpe Ratio | NA | 1.95 | 0.63 | -0.17 | -0.21 | 0.03 | NA | NA | 0.22 | 0.01 | -0.86 | 0.0 | 0.4 | -0.59 | 1.44 | 0.15 | 0.01 | 1.05 | 0.29 | 1.36 | 0.06 | -0.31 | 0.33 | 0.34 | 0.26 | -0.19 | 0.52 | 1.55 | 0.16 | 0.86 | 1.06 | 0.33 | -0.04 | 0.83 | -0.41 | -0.59 | 1.31 | 0.51 | 0.71 | -0.49 | 1.14 | 0.11 | 0.57 | 0.32 |
| Draw Down(%) | NA | 7.6 | 12.6 | 31.9 | 38.2 | 46.3 | NA | NA | 46.3 | 11.0 | 29.2 | 22.8 | 21.3 | 42.6 | 10.0 | 15.7 | 15.3 | 15.1 | 17.3 | 10.1 | 11.6 | 16.5 | 15.7 | 11.6 | 15.0 | 22.0 | 20.4 | 7.9 | 14.5 | 13.8 | 13.5 | 20.1 | 16.6 | 16.5 | 21.8 | 18.6 | 11.6 | 8.8 | 7.4 | 18.9 | 15.3 | 15.1 | 15.0 | 18.9 |
| Standard Deviation(%) | NA | 21.8 | 20.7 | 23.8 | 26.9 | 28.0 | NA | NA | 24.9 | 24.6 | 22.0 | 26.7 | 25.6 | 59.9 | 16.8 | 21.2 | 15.5 | 21.0 | 18.9 | 15.8 | 14.4 | 14.0 | 21.4 | 19.8 | 21.9 | 37.2 | 29.7 | 16.6 | 18.1 | 15.7 | 17.3 | 29.9 | 25.6 | 29.1 | 34.9 | 27.0 | 24.4 | 22.3 | 20.5 | 24.6 | 21.4 | 23.3 | 25.6 | 20.2 |
| Treynor Ratio | NA | 3.38 | 0.53 | -0.1 | -0.13 | 0.01 | NA | NA | 0.1 | 0.0 | -0.3 | 0.0 | 0.64 | -0.3 | 0.82 | 0.11 | 0.0 | 0.5 | 0.1 | 0.35 | 0.01 | -0.09 | 0.09 | 0.09 | 0.13 | -0.11 | 0.15 | 0.26 | 0.02 | 0.16 | 0.4 | 0.18 | -0.02 | 1.02 | -0.67 | -0.28 | 1.6 | 0.32 | 1.25 | -0.58 | 2.18 | 0.28 | 0.77 | 0.16 |
| Alpha | NA | 0.16 | 0.05 | -0.02 | -0.03 | -0.01 | NA | NA | 0.01 | -0.02 | -0.12 | 0.04 | 0.04 | -0.21 | 0.06 | 0.03 | -0.04 | 0.07 | 0.02 | 0.05 | -0.07 | -0.04 | 0.02 | -0.01 | -0.01 | 0.1 | 0.06 | 0.05 | 0.0 | 0.02 | 0.03 | 0.1 | 0.03 | 0.11 | -0.05 | -0.11 | 0.1 | 0.03 | 0.05 | -0.04 | 0.09 | 0.02 | 0.05 | 0.04 |
| Beta | NA | 0.13 | 0.24 | 0.4 | 0.45 | 0.65 | NA | NA | 0.57 | 0.5 | 0.64 | 0.39 | 0.16 | 1.19 | 0.29 | 0.29 | 0.61 | 0.44 | 0.57 | 0.61 | 0.71 | 0.49 | 0.77 | 0.79 | 0.42 | 0.64 | 1.07 | 1.0 | 1.23 | 0.85 | 0.46 | 0.55 | 0.43 | 0.24 | 0.21 | 0.56 | 0.2 | 0.35 | 0.12 | 0.21 | 0.11 | 0.09 | 0.19 | 0.4 |
| RSquared | NA | 0.03 | 0.05 | 0.1 | 0.09 | 0.18 | NA | NA | 0.17 | 0.07 | 0.14 | 0.13 | 0.01 | 0.46 | 0.05 | 0.06 | 0.07 | 0.08 | 0.22 | 0.2 | 0.3 | 0.2 | 0.7 | 0.52 | 0.27 | 0.5 | 0.33 | 0.36 | 0.49 | 0.36 | 0.2 | 0.23 | 0.13 | 0.03 | 0.01 | 0.18 | 0.02 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.11 |
| Yield(%) | N/A | 1.2 | 5.1 | 4.0 | 2.9 | 4.0 | 3.9 | 5.0 | N/A | 4.9 | 4.0 | 4.0 | 4.2 | 2.6 | 3.3 | 3.2 | 3.2 | 3.8 | 3.7 | 4.4 | 4.1 | 3.7 | 3.7 | 3.7 | 3.7 | 3.1 | 3.4 | 3.9 | 4.0 | 4.2 | 4.6 | 4.8 | 4.8 | 5.8 | 4.6 | 4.1 | 5.1 | 5.2 | 6.1 | 5.0 | 6.1 | 6.0 | 6.6 | 5.0 |
| Dividend Growth(%) | N/A | -74.9 | 33.9 | 1.6 | 2.7 | 19.6 | 38.9 | N/A | N/A | 0.6 | 0.5 | 0.6 | 0.5 | 0.6 | 0.5 | 0.6 | 0.4 | 0.6 | 1.0 | 1.1 | 2.0 | 2.3 | 4.2 | 5.0 | 5.3 | 5.6 | 3.6 | 5.3 | 1.5 | 2.4 | 0.8 | 1.2 | -0.3 | 2.0 | 0.4 | 1.2 | -27.0 | -6.8 | 0.6 | 0.6 | 1.7 | 1.8 | 36.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/1990
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