Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NATIONAL FUEL GAS COMPANY TAX-DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 21.74% | 0.45% | 5.52% | 4.96% | 6.06% | 6.15% | 6.61% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATIONAL FUEL GAS COMPANY TAX-DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 21.74 | 0.45 | 5.52 | 4.96 | 6.06 | 6.15 | 6.61 | NA | 6.70 | 14.80 | -16.71 | 4.62 | 22.09 | 9.49 | -4.32 | 12.66 | 6.76 | -2.67 | 2.77 | 15.18 | 8.12 | 3.66 | 9.44 | 10.32 | -0.54 | 5.17 | 8.62 | 6.23 | 10.09 | 16.90 | 2.60 | 6.27 |
| Sharpe Ratio | NA | 0.19 | -0.23 | 0.30 | 0.40 | NA | NA | 0.69 | 0.06 | 0.01 | 1.16 | -1.25 | 0.55 | 3.02 | 1.64 | -0.77 | 2.89 | 1.40 | -0.53 | 0.53 | 2.02 | 1.58 | 0.51 | 1.03 | 1.50 | -0.32 | 0.23 | 0.68 | 0.67 | 1.08 | 2.32 | 0.32 | 1.04 |
| Standard Deviation(%) | NA | 9.64 | 11.36 | 10.10 | 8.07 | NA | NA | 7.37 | 8.13 | 9.73 | 9.08 | 14.46 | 8.31 | 7.23 | 4.92 | 7.29 | 4.16 | 4.69 | 5.06 | 5.18 | 7.49 | 5.12 | 7.12 | 9.10 | 6.82 | 4.59 | 9.32 | 7.88 | 6.09 | 8.44 | 6.97 | 4.71 | 3.82 |
| Draw Down(%) | NA | 5.73 | 22.09 | 24.43 | 24.43 | NA | NA | 24.43 | 0.63 | 5.73 | 9.22 | 22.78 | 4.41 | 6.53 | 3.23 | 9.55 | 1.56 | 2.69 | 6.35 | 5.18 | 6.14 | 4.32 | 5.44 | 7.55 | 3.60 | 7.39 | 6.21 | 8.62 | 4.81 | 9.07 | 4.23 | 5.01 | 2.30 |
| Yield(%) | NA | 3.23 | 2.40 | 2.29 | 2.02 | NA | NA | 2.66 | NA | 0.92 | 2.79 | 1.79 | 1.82 | 2.35 | 2.54 | 1.69 | 0.22 | 2.37 | 1.83 | 2.45 | 1.71 | 2.00 | 2.79 | 3.34 | 3.49 | 2.98 | 2.82 | 2.95 | 2.74 | 2.61 | 3.46 | 4.24 | 5.39 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONAL FUEL GAS COMPANY TAX-DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.05%
Apr 2021 - Apr 2024 |
1.57%
Sep 2017 - Sep 2022 |
3.27%
Oct 2013 - Oct 2023 |
4.43%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATIONAL FUEL GAS COMPANY TAX-DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
12.41%
Apr 2003 - Apr 2006 |
10.45%
Oct 2002 - Oct 2007 |
8.45%
Apr 2003 - Apr 2013 |
7.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart